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 6-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 | $299,431 | $217,402+37.7% | $185,823+61.1% | $167,490+78.8% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 21.43% | 148.36%-126.9pp | 122.05%-100.6pp | 478.56%-457.1pp |
| Employer contribution / active EE | $19,702 | $5,873+235.5% | $5,167+281.3% | $4,837+307.3% |
| Participant deferral / active EE | $14,625 | $6,356+130.1% | $5,568+162.7% | $6,341+130.6% |
| Admin fee / account holder | $1,857 | $19,811-90.6% | $16,237-88.6% | $12,309-84.9% |