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 7-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 | $469,162 | $183,963+155.0% | $162,163+189.3% | $152,861+206.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.41% | 150.76%-129.4pp | 115.59%-94.2pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,208 | $6,371-65.3% | $5,614-60.7% | $4,762-53.6% |
| Participant deferral / active EE | $10,008 | $8,034+24.6% | $7,298+37.1% | $5,850+71.1% |
| Admin fee / account holder | $1,108 | $13,121-91.6% | $10,843-89.8% | $11,596-90.4% |