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 | $323,783 | $176,056+83.9% | $159,436+103.1% | $167,490+93.3% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 18.22% | 331.75%-313.5pp | 263.57%-245.4pp | 478.56%-460.3pp |
| Employer contribution / active EE | $2,040 | $5,297-61.5% | $4,829-57.8% | $4,837-57.8% |
| Participant deferral / active EE | $7,693 | $7,750-0.7% | $7,352+4.6% | $6,341+21.3% |
| Admin fee / account holder | $752 | $12,554-94.0% | $10,799-93.0% | $12,309-93.9% |