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 4-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 | $295,631 | $172,111+71.8% | $150,298+96.7% | $137,256+115.4% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 13.84% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,568 | $4,636-44.6% | $4,154-38.2% | $4,156-38.2% |
| Participant deferral / active EE | $9,510 | $6,166+54.2% | $5,453+74.4% | $6,407+48.4% |
| Admin fee / account holder | $2,224 | $16,471-86.5% | $14,116-84.2% | $12,270-81.9% |