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 7-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 | $273,126 | $183,519+48.8% | $155,509+75.6% | $145,922+87.2% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-6.9pp |
| Annual return | 16.30% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,339 | $5,313-56.0% | $4,672-49.9% | $4,660-49.8% |
| Participant deferral / active EE | $7,198 | $6,462+11.4% | $5,626+27.9% | $6,688+7.6% |
| Admin fee / account holder | $10,683 | $19,313-44.7% | $15,912-32.9% | $13,397-20.3% |