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 | $345,476 | $202,432+70.7% | $169,368+104.0% | $139,434+147.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.56% | 531.74%-517.2pp | 405.60%-391.0pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,894 | $4,692-38.3% | $4,013-27.9% | $4,751-39.1% |
| Participant deferral / active EE | $10,596 | $6,938+52.7% | $6,221+70.3% | $6,710+57.9% |
| Admin fee / account holder | $72,193 | $10,708+574.2% | $9,003+701.9% | $11,403+533.1% |