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 | $279,180 | $202,432+37.9% | $169,368+64.8% | $139,434+100.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.06% | 531.74%-515.7pp | 405.60%-389.5pp | 372.94%-356.9pp |
| Employer contribution / active EE | $4,615 | $4,692-1.6% | $4,013+15.0% | $4,751-2.9% |
| Participant deferral / active EE | $15,899 | $6,938+129.2% | $6,221+155.6% | $6,710+136.9% |
| Admin fee / account holder | $2,229 | $10,708-79.2% | $9,003-75.2% | $11,403-80.4% |