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 7-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 | $257,304 | $138,044+86.4% | $125,339+105.3% | $134,475+91.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 4.65% | 750.33%-745.7pp | 572.05%-567.4pp | 417.96%-413.3pp |
| Employer contribution / active EE | $13,474 | $5,243+157.0% | $4,814+179.9% | $4,740+184.3% |
| Participant deferral / active EE | $10,174 | $7,799+30.5% | $7,446+36.6% | $6,400+59.0% |
| Admin fee / account holder | $15,423 | $11,571+33.3% | $10,010+54.1% | $11,426+35.0% |