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 | $344,143 | $183,519+87.5% | $155,509+121.3% | $145,922+135.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 20.72% | 61.17%-40.4pp | 64.67%-43.9pp | 561.29%-540.6pp |
| Employer contribution / active EE | $2,332 | $5,313-56.1% | $4,672-50.1% | $4,660-50.0% |
| Participant deferral / active EE | $7,997 | $6,462+23.7% | $5,626+42.1% | $6,688+19.6% |
| Admin fee / account holder | $1,313 | $19,313-93.2% | $15,912-91.8% | $13,397-90.2% |