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 6-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 | $275,126 | $175,202+57.0% | $149,673+83.8% | $139,434+97.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 14.76% | 166.71%-151.9pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $4,653 | $5,474-15.0% | $4,818-3.4% | $4,751-2.1% |
| Participant deferral / active EE | $12,736 | $6,519+95.4% | $5,680+124.2% | $6,710+89.8% |
| Admin fee / account holder | $86,033 | $16,150+432.7% | $13,210+551.3% | $11,403+654.5% |