See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,113 | $209,336+31.4% | $197,124+39.6% | $137,256+100.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.83% | 48.09%-30.3pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $8,310 | $6,591+26.1% | $6,227+33.4% | $4,156+99.9% |
| Participant deferral / active EE | $14,986 | $9,614+55.9% | $9,135+64.1% | $6,407+133.9% |
| Admin fee / account holder | $2,462 | $17,308-85.8% | $16,298-84.9% | $12,270-79.9% |