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 | $311,752 | $177,572+75.6% | $154,803+101.4% | $142,382+119.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 12.40% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $13,793 | $4,810+186.7% | $4,305+220.4% | $4,299+220.8% |
| Participant deferral / active EE | $8,490 | $6,272+35.4% | $5,540+53.2% | $6,507+30.5% |
| Admin fee / account holder | $3,931 | $16,786-76.6% | $14,329-72.6% | $12,624-68.9% |