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 | $272,051 | $148,534+83.2% | $135,903+100.2% | $139,434+95.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 15.74% | 79.19%-63.5pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,796 | $5,243-46.7% | $4,856-42.4% | $4,751-41.1% |
| Participant deferral / active EE | $5,373 | $8,100-33.7% | $7,758-30.7% | $6,710-19.9% |
| Admin fee / account holder | $1,923 | $12,400-84.5% | $10,762-82.1% | $11,403-83.1% |