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 5-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 | $486,699 | $125,758+287.0% | $169,993+186.3% | $75,163+547.5% |
| Participation rate | 97.3% | 83.6%+13.7pp | 87.0%+10.3pp | 67.2%+30.1pp |
| Annual return | 22.73% | 27.20%-4.5pp | 53.37%-30.6pp | 160.62%-137.9pp |
| Employer contribution / active EE | $22,957 | $4,615+397.5% | $6,785+238.3% | $2,670+759.9% |
| Participant deferral / active EE | $16,737 | $6,837+144.8% | $10,408+60.8% | $4,125+305.7% |
| Admin fee / account holder | $8,138 | $8,173-0.4% | $12,815-36.5% | $5,651+44.0% |