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 6-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 | $376,153 | $183,519+105.0% | $155,509+141.9% | $145,922+157.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 116.40% | 61.17%+55.2pp | 64.67%+51.7pp | 561.29%-444.9pp |
| Employer contribution / active EE | $2,448 | $5,313-53.9% | $4,672-47.6% | $4,660-47.5% |
| Participant deferral / active EE | $8,299 | $6,462+28.4% | $5,626+47.5% | $6,688+24.1% |
| Admin fee / account holder | $2,065 | $19,313-89.3% | $15,912-87.0% | $13,397-84.6% |