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 | $267,066 | $159,602+67.3% | $150,045+78.0% | $142,382+87.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 17.36% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $5,838 | $4,961+17.7% | $4,693+24.4% | $4,299+35.8% |
| Participant deferral / active EE | $14,516 | $8,310+74.7% | $7,997+81.5% | $6,507+123.1% |
| Admin fee / account holder | $37,302 | $14,846+151.3% | $13,435+177.7% | $12,624+195.5% |