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 | $342,479 | $124,425+175.2% | $112,040+205.7% | $137,256+149.5% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 13.51% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,297 | $3,411-32.7% | $2,954-22.3% | $4,156-44.7% |
| Participant deferral / active EE | $4,960 | $5,718-13.3% | $5,098-2.7% | $6,407-22.6% |
| Admin fee / account holder | $7,210 | $15,207-52.6% | $12,098-40.4% | $12,270-41.2% |