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 | $359,424 | $183,963+95.4% | $162,163+121.6% | $152,861+135.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 35.90% | 150.76%-114.9pp | 115.59%-79.7pp | 345.32%-309.4pp |
| Employer contribution / active EE | $3,606 | $6,371-43.4% | $5,614-35.8% | $4,762-24.3% |
| Participant deferral / active EE | $12,210 | $8,034+52.0% | $7,298+67.3% | $5,850+108.7% |
| Admin fee / account holder | $8,024 | $13,121-38.8% | $10,843-26.0% | $11,596-30.8% |