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 | $280,370 | $77,634+261.1% | $156,549+79.1% | $62,891+345.8% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 9.13% | 50.32%-41.2pp | 32.23%-23.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $5,370 | $3,444+55.9% | $5,501-2.4% | $2,281+135.4% |
| Participant deferral / active EE | $10,947 | $3,045+259.5% | $4,871+124.7% | $3,203+241.8% |
| Admin fee / account holder | $11,085 | $5,561+99.3% | $13,027-14.9% | $4,296+158.1% |