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 | $581,763 | $159,602+264.5% | $150,045+287.7% | $142,382+308.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.02% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $26,908 | $4,961+442.4% | $4,693+473.3% | $4,299+525.9% |
| Participant deferral / active EE | $15,967 | $8,310+92.1% | $7,997+99.7% | $6,507+145.4% |
| Admin fee / account holder | $1,000 | $14,846-93.3% | $13,435-92.6% | $12,624-92.1% |