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 | $388,695 | $217,402+78.8% | $185,823+109.2% | $167,490+132.1% |
| Participation rate | 84.6% | 86.0%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 9.82% | 148.36%-138.5pp | 122.05%-112.2pp | 478.56%-468.7pp |
| Employer contribution / active EE | $4,213 | $5,873-28.3% | $5,167-18.5% | $4,837-12.9% |
| Participant deferral / active EE | $4,394 | $6,356-30.9% | $5,568-21.1% | $6,341-30.7% |
| Admin fee / account holder | $20,698 | $19,811+4.5% | $16,237+27.5% | $12,309+68.2% |