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 | $278,457 | $125,758+121.4% | $169,993+63.8% | $75,163+270.5% |
| Participation rate | 89.7% | 83.6%+6.1pp | 87.0%+2.7pp | 67.2%+22.5pp |
| Annual return | 21.18% | 27.20%-6.0pp | 53.37%-32.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $4,928 | $4,615+6.8% | $6,785-27.4% | $2,670+84.6% |
| Participant deferral / active EE | $12,710 | $6,837+85.9% | $10,408+22.1% | $4,125+208.1% |
| Admin fee / account holder | $24,661 | $8,173+201.7% | $12,815+92.4% | $5,651+336.4% |