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 8-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 | $325,616 | $159,602+104.0% | $150,045+117.0% | $142,382+128.7% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 17.28% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $912 | $4,961-81.6% | $4,693-80.6% | $4,299-78.8% |
| Participant deferral / active EE | $7,689 | $8,310-7.5% | $7,997-3.9% | $6,507+18.2% |
| Admin fee / account holder | $1,720 | $14,846-88.4% | $13,435-87.2% | $12,624-86.4% |