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 7-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 | $289,853 | $159,602+81.6% | $150,045+93.2% | $142,382+103.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 16.21% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $11,549 | $4,961+132.8% | $4,693+146.1% | $4,299+168.6% |
| Participant deferral / active EE | $16,871 | $8,310+103.0% | $7,997+111.0% | $6,507+159.3% |
| Admin fee / account holder | $1,661 | $14,846-88.8% | $13,435-87.6% | $12,624-86.8% |