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 | $275,571 | $159,602+72.7% | $150,045+83.7% | $142,382+93.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 17.31% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,315 | $4,961-33.2% | $4,693-29.4% | $4,299-22.9% |
| Participant deferral / active EE | $9,843 | $8,310+18.4% | $7,997+23.1% | $6,507+51.3% |
| Admin fee / account holder | $5,031 | $14,846-66.1% | $13,435-62.5% | $12,624-60.1% |