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 | $258,582 | $154,228+67.7% | $145,433+77.8% | $137,256+88.4% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 18.64% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $8,082 | $4,804+68.2% | $4,554+77.5% | $4,156+94.5% |
| Participant deferral / active EE | $16,485 | $8,216+100.6% | $7,897+108.7% | $6,407+157.3% |
| Admin fee / account holder | $468 | $14,344-96.7% | $13,129-96.4% | $12,270-96.2% |