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 | $335,451 | $217,402+54.3% | $185,823+80.5% | $167,490+100.3% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 11.57% | 148.36%-136.8pp | 122.05%-110.5pp | 478.56%-467.0pp |
| Employer contribution / active EE | $3,086 | $5,873-47.5% | $5,167-40.3% | $4,837-36.2% |
| Participant deferral / active EE | $6,146 | $6,356-3.3% | $5,568+10.4% | $6,341-3.1% |
| Admin fee / account holder | $503 | $19,811-97.5% | $16,237-96.9% | $12,309-95.9% |