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 8-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 | $471,789 | $159,602+195.6% | $150,045+214.4% | $142,382+231.4% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 15.26% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,945 | $4,961-0.3% | $4,693+5.4% | $4,299+15.0% |
| Participant deferral / active EE | $17,779 | $8,310+113.9% | $7,997+122.3% | $6,507+173.2% |
| Admin fee / account holder | $6,532 | $14,846-56.0% | $13,435-51.4% | $12,624-48.3% |