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 4-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 | $377,795 | $148,534+154.3% | $135,903+178.0% | $139,434+170.9% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 13.95% | 79.19%-65.2pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $6,033 | $5,243+15.1% | $4,856+24.2% | $4,751+27.0% |
| Participant deferral / active EE | $17,060 | $8,100+110.6% | $7,758+119.9% | $6,710+154.2% |
| Admin fee / account holder | $5,174 | $12,400-58.3% | $10,762-51.9% | $11,403-54.6% |