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 3-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 | $606,648 | $209,336+189.8% | $197,124+207.7% | $137,256+342.0% |
| Participation rate | 95.8% | 87.3%+8.5pp | 86.7%+9.1pp | 80.0%+15.9pp |
| Annual return | 25.00% | 48.09%-23.1pp | 44.34%-19.3pp | 220.34%-195.3pp |
| Employer contribution / active EE | $9,061 | $6,591+37.5% | $6,227+45.5% | $4,156+118.0% |
| Participant deferral / active EE | $23,678 | $9,614+146.3% | $9,135+159.2% | $6,407+269.6% |
| Admin fee / account holder | $6,715 | $17,308-61.2% | $16,298-58.8% | $12,270-45.3% |