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 5-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 | $297,586 | $210,648+41.3% | $177,989+67.2% | $145,922+103.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.92% | 385.86%-376.9pp | 294.48%-285.6pp | 561.29%-552.4pp |
| Employer contribution / active EE | $4,412 | $4,565-3.3% | $3,949+11.7% | $4,660-5.3% |
| Participant deferral / active EE | $20,200 | $6,958+190.3% | $6,276+221.9% | $6,688+202.0% |
| Admin fee / account holder | $3,316 | $12,013-72.4% | $10,363-68.0% | $13,397-75.2% |