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 | $300,233 | $209,336+43.4% | $197,124+52.3% | $137,256+118.7% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 15.10% | 48.09%-33.0pp | 44.34%-29.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $21,914 | $6,591+232.5% | $6,227+251.9% | $4,156+427.3% |
| Participant deferral / active EE | $13,077 | $9,614+36.0% | $9,135+43.2% | $6,407+104.1% |
| Admin fee / account holder | $73,689 | $17,308+325.8% | $16,298+352.1% | $12,270+500.6% |