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 | $318,913 | $175,202+82.0% | $149,673+113.1% | $139,434+128.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 236.62% | 166.71%+69.9pp | 134.42%+102.2pp | 372.94%-136.3pp |
| Employer contribution / active EE | $2,782 | $5,474-49.2% | $4,818-42.3% | $4,751-41.4% |
| Participant deferral / active EE | $2,268 | $6,519-65.2% | $5,680-60.1% | $6,710-66.2% |
| Admin fee / account holder | $711 | $16,150-95.6% | $13,210-94.6% | $11,403-93.8% |