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 | $272,392 | $114,381+138.1% | $107,525+153.3% | $142,382+91.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 15.76% | 242.71%-226.9pp | 181.32%-165.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,438 | $4,015-39.3% | $3,754-35.0% | $4,299-43.3% |
| Participant deferral / active EE | $13,332 | $5,564+139.6% | $5,116+160.6% | $6,507+104.9% |
| Admin fee / account holder | $6,763 | $9,860-31.4% | $8,919-24.2% | $12,624-46.4% |