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 | $314,377 | $185,200+69.7% | $142,863+120.1% | $167,490+87.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 8.92% | 8555.70%-8546.8pp | 5637.54%-5628.6pp | 478.56%-469.6pp |
| Employer contribution / active EE | $3,696 | $5,604-34.1% | $4,144-10.8% | $4,837-23.6% |
| Participant deferral / active EE | $8,217 | $4,494+82.8% | $3,837+114.1% | $6,341+29.6% |
| Admin fee / account holder | $4,608 | $8,031-42.6% | $6,560-29.8% | $12,309-62.6% |