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 3-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 | $259,305 | $175,202+48.0% | $149,673+73.2% | $139,434+86.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 12.60% | 166.71%-154.1pp | 134.42%-121.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $11,570 | $5,474+111.4% | $4,818+140.2% | $4,751+143.5% |
| Participant deferral / active EE | $18,733 | $6,519+187.4% | $5,680+229.8% | $6,710+179.2% |
| Admin fee / account holder | $128,145 | $16,150+693.5% | $13,210+870.1% | $11,403+1023.8% |