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 | $345,327 | $148,534+132.5% | $135,903+154.1% | $139,434+147.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.39% | 79.19%-60.8pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $5,312 | $5,243+1.3% | $4,856+9.4% | $4,751+11.8% |
| Participant deferral / active EE | $12,943 | $8,100+59.8% | $7,758+66.8% | $6,710+92.9% |
| Admin fee / account holder | $15,847 | $12,400+27.8% | $10,762+47.2% | $11,403+39.0% |