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 | $352,011 | $77,899+351.9% | $149,673+135.2% | $75,163+368.3% |
| Participation rate | 90.7% | 65.6%+25.1pp | 78.8%+11.9pp | 67.2%+23.5pp |
| Annual return | 14.65% | 31.72%-17.1pp | 134.42%-119.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $3,624 | $3,137+15.5% | $4,818-24.8% | $2,670+35.8% |
| Participant deferral / active EE | $5,594 | $3,411+64.0% | $5,680-1.5% | $4,125+35.6% |
| Admin fee / account holder | $31,551 | $5,956+429.7% | $13,210+138.8% | $5,651+458.3% |