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 | $309,108 | $159,602+93.7% | $150,045+106.0% | $142,382+117.1% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 16.10% | 70.24%-54.1pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,497 | $4,961-29.5% | $4,693-25.5% | $4,299-18.7% |
| Participant deferral / active EE | $7,789 | $8,310-6.3% | $7,997-2.6% | $6,507+19.7% |
| Admin fee / account holder | $2,489 | $14,846-83.2% | $13,435-81.5% | $12,624-80.3% |