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 7-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 | $474,804 | $159,602+197.5% | $150,045+216.4% | $142,382+233.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 135.98% | 70.24%+65.7pp | 62.55%+73.4pp | 217.08%-81.1pp |
| Employer contribution / active EE | $62,711 | $4,961+1164.2% | $4,693+1236.2% | $4,299+1358.7% |
| Participant deferral / active EE | $12,349 | $8,310+48.6% | $7,997+54.4% | $6,507+89.8% |
| Admin fee / account holder | $4,449 | $14,846-70.0% | $13,435-66.9% | $12,624-64.8% |