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 8-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 | $315,883 | $92,798+240.4% | $96,707+226.6% | $137,256+130.1% |
| Participation rate | 77.8% | 81.6%-3.9pp | 80.4%-2.6pp | 80.0%-2.2pp |
| Annual return | 15.54% | 31.24%-15.7pp | 34.78%-19.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,484 | $4,147+32.2% | $4,191+30.8% | $4,156+32.0% |
| Participant deferral / active EE | $13,975 | $5,877+137.8% | $5,997+133.0% | $6,407+118.1% |
| Admin fee / account holder | $72,720 | $7,946+815.2% | $7,503+869.2% | $12,270+492.7% |