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 | $801,755 | $214,378+274.0% | $200,582+299.7% | $142,382+463.1% |
| Participation rate | 82.4% | 87.4%-5.1pp | 86.9%-4.5pp | 80.1%+2.2pp |
| Annual return | 24.39% | 46.41%-22.0pp | 42.33%-17.9pp | 217.08%-192.7pp |
| Employer contribution / active EE | $5,353 | $6,841-21.8% | $6,419-16.6% | $4,299+24.5% |
| Participant deferral / active EE | $8,787 | $9,865-10.9% | $9,331-5.8% | $6,507+35.0% |
| Admin fee / account holder | $15,323 | $17,692-13.4% | $16,305-6.0% | $12,624+21.4% |