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 | $480,604 | $183,519+161.9% | $155,509+209.1% | $145,922+229.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.08% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,693 | $5,313-49.3% | $4,672-42.4% | $4,660-42.2% |
| Participant deferral / active EE | $6,017 | $6,462-6.9% | $5,626+6.9% | $6,688-10.0% |
| Admin fee / account holder | $22,112 | $19,313+14.5% | $15,912+39.0% | $13,397+65.0% |