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 | $293,117 | $79,013+271.0% | $100,391+192.0% | $74,495+293.5% |
| Participation rate | 73.8% | 79.5%-5.6pp | 81.5%-7.6pp | 67.2%+6.6pp |
| Annual return | 14.57% | 20.41%-5.8pp | 49.20%-34.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $5,072 | $3,021+67.9% | $3,942+28.7% | $2,623+93.4% |
| Participant deferral / active EE | $7,516 | $7,760-3.1% | $8,082-7.0% | $4,346+72.9% |
| Admin fee / account holder | $29,927 | $1,320+2167.3% | $7,899+278.9% | $1,942+1441.3% |