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 | $416,028 | $159,602+160.7% | $150,045+177.3% | $142,382+192.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 13.40% | 70.24%-56.8pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $5,970 | $4,961+20.3% | $4,693+27.2% | $4,299+38.9% |
| Participant deferral / active EE | $12,952 | $8,310+55.9% | $7,997+62.0% | $6,507+99.0% |
| Admin fee / account holder | $9,697 | $14,846-34.7% | $13,435-27.8% | $12,624-23.2% |