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 | $290,657 | $117,841+146.7% | $102,423+183.8% | $145,922+99.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 83.56% | 31.65%+51.9pp | 29.32%+54.2pp | 561.29%-477.7pp |
| Employer contribution / active EE | $6,190 | $3,615+71.2% | $3,023+104.7% | $4,660+32.8% |
| Participant deferral / active EE | $18,176 | $5,731+217.2% | $5,053+259.7% | $6,688+171.8% |
| Admin fee / account holder | $3,481 | $13,326-73.9% | $9,451-63.2% | $13,397-74.0% |