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 | $316,217 | $173,345+82.4% | $136,007+132.5% | $145,922+116.7% |
| Participation rate | 83.3% | 80.5%+2.9pp | 76.5%+6.9pp | 80.3%+3.1pp |
| Annual return | 8.31% | 1163.32%-1155.0pp | 579.32%-571.0pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,502 | $5,278-52.6% | $4,217-40.7% | $4,660-46.3% |
| Participant deferral / active EE | $6,976 | $8,699-19.8% | $7,025-0.7% | $6,688+4.3% |
| Admin fee / account holder | $28,337 | $9,954+184.7% | $6,858+313.2% | $13,397+111.5% |