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 | $280,431 | $159,602+75.7% | $150,045+86.9% | $142,382+97.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.17% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,740 | $4,961-24.6% | $4,693-20.3% | $4,299-13.0% |
| Participant deferral / active EE | $17,294 | $8,310+108.1% | $7,997+116.3% | $6,507+165.8% |
| Admin fee / account holder | $1,252 | $14,846-91.6% | $13,435-90.7% | $12,624-90.1% |