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 | $404,020 | $133,922+201.7% | $116,228+247.6% | $142,382+183.8% |
| Participation rate | 81.0% | 77.9%+3.1pp | 74.6%+6.4pp | 80.1%+0.8pp |
| Annual return | 15.07% | 147.76%-132.7pp | 90.06%-75.0pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,742 | $3,446-20.4% | $2,994-8.4% | $4,299-36.2% |
| Participant deferral / active EE | $5,632 | $5,672-0.7% | $4,953+13.7% | $6,507-13.5% |
| Admin fee / account holder | $16,743 | $14,945+12.0% | $11,989+39.7% | $12,624+32.6% |