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 | $340,180 | $185,822+83.1% | $169,993+100.1% | $139,434+144.0% |
| Participation rate | 72.7% | 87.8%-15.0pp | 87.0%-14.3pp | 80.3%-7.6pp |
| Annual return | 17.06% | 60.50%-43.4pp | 53.37%-36.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $15,033 | $7,590+98.1% | $6,785+121.6% | $4,751+216.4% |
| Participant deferral / active EE | $15,598 | $11,622+34.2% | $10,408+49.9% | $6,710+132.5% |
| Admin fee / account holder | $8,324 | $15,381-45.9% | $12,815-35.0% | $11,403-27.0% |