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 | $288,859 | $209,411+37.9% | $178,490+61.8% | $158,922+81.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.32% | 188.75%-152.4pp | 151.07%-114.8pp | 302.83%-266.5pp |
| Employer contribution / active EE | $2,329 | $5,706-59.2% | $5,011-53.5% | $4,761-51.1% |
| Participant deferral / active EE | $7,823 | $5,954+31.4% | $5,202+50.4% | $5,982+30.8% |
| Admin fee / account holder | $462 | $17,074-97.3% | $13,984-96.7% | $11,246-95.9% |