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 | $409,476 | $210,648+94.4% | $177,989+130.1% | $145,922+180.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.86% | 385.86%-377.0pp | 294.48%-285.6pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,208 | $4,565-73.5% | $3,949-69.4% | $4,660-74.1% |
| Participant deferral / active EE | $9,219 | $6,958+32.5% | $6,276+46.9% | $6,688+37.9% |
| Admin fee / account holder | $24,826 | $12,013+106.7% | $10,363+139.6% | $13,397+85.3% |