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 | $303,223 | $97,757+210.2% | $83,848+261.6% | $135,375+124.0% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | 8.29% | 1287.37%-1279.1pp | 850.88%-842.6pp | 519.73%-511.4pp |
| Employer contribution / active EE | $9,069 | $4,222+114.8% | $3,631+149.8% | $4,779+89.8% |
| Participant deferral / active EE | $3,587 | $4,682-23.4% | $4,082-12.1% | $5,609-36.1% |
| Admin fee / account holder | $18,887 | $6,674+183.0% | $5,478+244.8% | $10,827+74.4% |