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 4-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 | $547,072 | $159,602+242.8% | $150,045+264.6% | $142,382+284.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 13.72% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,296 | $4,961-33.6% | $4,693-29.8% | $4,299-23.3% |
| Participant deferral / active EE | $13,586 | $8,310+63.5% | $7,997+69.9% | $6,507+108.8% |
| Admin fee / account holder | $1,407 | $14,846-90.5% | $13,435-89.5% | $12,624-88.9% |