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 | $331,528 | $177,572+86.7% | $154,803+114.2% | $142,382+132.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 15.45% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,347 | $4,810-30.4% | $4,305-22.3% | $4,299-22.2% |
| Participant deferral / active EE | $9,402 | $6,272+49.9% | $5,540+69.7% | $6,507+44.5% |
| Admin fee / account holder | $3,318 | $16,786-80.2% | $14,329-76.8% | $12,624-73.7% |