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 8-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 | $301,430 | $148,534+102.9% | $135,903+121.8% | $139,434+116.2% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 22.00% | 79.19%-57.2pp | 68.23%-46.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $9,243 | $5,243+76.3% | $4,856+90.3% | $4,751+94.6% |
| Participant deferral / active EE | $20,459 | $8,100+152.6% | $7,758+163.7% | $6,710+204.9% |
| Admin fee / account holder | $3,011 | $12,400-75.7% | $10,762-72.0% | $11,403-73.6% |