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 | $322,810 | $226,064+42.8% | $182,532+76.9% | $152,861+111.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.43% | 192.51%-166.1pp | 148.54%-122.1pp | 345.32%-318.9pp |
| Employer contribution / active EE | $5,988 | $4,978+20.3% | $4,076+46.9% | $4,762+25.7% |
| Participant deferral / active EE | $13,222 | $6,368+107.6% | $5,524+139.3% | $5,850+126.0% |
| Admin fee / account holder | $5,670 | $10,703-47.0% | $8,592-34.0% | $11,596-51.1% |