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 | $524,630 | $133,922+291.7% | $116,228+351.4% | $142,382+268.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 15.60% | 147.76%-132.2pp | 90.06%-74.5pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,658 | $3,446+6.2% | $2,994+22.2% | $4,299-14.9% |
| Participant deferral / active EE | $7,656 | $5,672+35.0% | $4,953+54.6% | $6,507+17.7% |
| Admin fee / account holder | $14,238 | $14,945-4.7% | $11,989+18.8% | $12,624+12.8% |