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 | $634,597 | $154,365+311.1% | $130,231+387.3% | $139,434+355.1% |
| Participation rate | 72.7% | 79.9%-7.2pp | 76.3%-3.6pp | 80.3%-7.6pp |
| Annual return | 16.80% | 30.34%-13.5pp | 38.77%-22.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $5,427 | $5,170+5.0% | $4,126+31.5% | $4,751+14.2% |
| Participant deferral / active EE | $14,104 | $8,498+66.0% | $6,799+107.5% | $6,710+110.2% |
| Admin fee / account holder | $270,298 | $9,214+2833.6% | $6,020+4390.2% | $11,403+2270.5% |