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 | $357,572 | $159,901+123.6% | $146,958+143.3% | $145,922+145.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.22% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,351 | $5,286-55.5% | $4,933-52.3% | $4,660-49.5% |
| Participant deferral / active EE | $13,332 | $8,428+58.2% | $8,070+65.2% | $6,688+99.4% |
| Admin fee / account holder | $2,455 | $15,044-83.7% | $12,998-81.1% | $13,397-81.7% |