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 | $267,901 | $165,335+62.0% | $149,696+79.0% | $158,922+68.6% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 13.79% | 348.15%-334.4pp | 276.60%-262.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,649 | $5,103-28.5% | $4,644-21.4% | $4,761-23.4% |
| Participant deferral / active EE | $7,809 | $7,181+8.7% | $6,842+14.1% | $5,982+30.5% |
| Admin fee / account holder | $7,453 | $10,807-31.0% | $9,309-19.9% | $11,246-33.7% |