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 | $94,338+234.8% | $100,534+214.2% | $142,382+121.9% |
| Participation rate | 77.8% | 81.7%-4.0pp | 80.6%-2.8pp | 80.1%-2.3pp |
| Annual return | 15.54% | 29.20%-13.7pp | 32.66%-17.1pp | 217.08%-201.5pp |
| Employer contribution / active EE | $5,484 | $4,237+29.4% | $4,346+26.2% | $4,299+27.6% |
| Participant deferral / active EE | $13,975 | $5,934+135.5% | $6,144+127.5% | $6,507+114.8% |
| Admin fee / account holder | $72,720 | $8,421+763.5% | $7,654+850.1% | $12,624+476.1% |