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 4-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 | $376,799 | $214,378+75.8% | $200,582+87.9% | $142,382+164.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 137.61% | 46.41%+91.2pp | 42.33%+95.3pp | 217.08%-79.5pp |
| Employer contribution / active EE | $7,101 | $6,841+3.8% | $6,419+10.6% | $4,299+65.2% |
| Participant deferral / active EE | $17,867 | $9,865+81.1% | $9,331+91.5% | $6,507+174.6% |
| Admin fee / account holder | $5,496 | $17,692-68.9% | $16,305-66.3% | $12,624-56.5% |