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 8-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 | $281,570 | $176,056+59.9% | $159,436+76.6% | $167,490+68.1% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 17.91% | 331.75%-313.8pp | 263.57%-245.7pp | 478.56%-460.6pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,871 | $7,750-11.3% | $7,352-6.5% | $6,341+8.4% |
| Admin fee / account holder | $23,608 | $12,554+88.1% | $10,799+118.6% | $12,309+91.8% |