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 | $214,378+183.0% | $200,582+202.4% | $142,382+326.1% |
| Participation rate | 95.8% | 87.4%+8.4pp | 86.9%+8.9pp | 80.1%+15.7pp |
| Annual return | 25.00% | 46.41%-21.4pp | 42.33%-17.3pp | 217.08%-192.1pp |
| Employer contribution / active EE | $9,061 | $6,841+32.4% | $6,419+41.2% | $4,299+110.8% |
| Participant deferral / active EE | $23,678 | $9,865+140.0% | $9,331+153.8% | $6,507+263.9% |
| Admin fee / account holder | $6,715 | $17,692-62.0% | $16,305-58.8% | $12,624-46.8% |