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 9-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 | $250,636 | $109,413+129.1% | $156,263+60.4% | $84,808+195.5% |
| Participation rate | 88.6% | 72.7%+15.9pp | 78.9%+9.7pp | 68.3%+20.3pp |
| Annual return | 16.69% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $4,503 | $2,907+54.9% | $4,333+3.9% | $2,631+71.1% |
| Participant deferral / active EE | $11,406 | $4,590+148.5% | $6,158+85.2% | $4,212+170.8% |
| Admin fee / account holder | $970 | $9,357-89.6% | $14,255-93.2% | $7,344-86.8% |