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 | $318,626 | $209,411+52.2% | $178,490+78.5% | $158,922+100.5% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 10.16% | 188.75%-178.6pp | 151.07%-140.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $7,152 | $5,706+25.3% | $5,011+42.7% | $4,761+50.2% |
| Participant deferral / active EE | $7,367 | $5,954+23.7% | $5,202+41.6% | $5,982+23.1% |
| Admin fee / account holder | $1,244 | $17,074-92.7% | $13,984-91.1% | $11,246-88.9% |