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 9-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 | $362,264 | $168,632+114.8% | $147,614+145.4% | $125,391+188.9% |
| Participation rate | 94.7% | 88.8%+6.0pp | 84.6%+10.1pp | 83.2%+11.5pp |
| Annual return | 186.46% | 77.65%+108.8pp | 61.98%+124.5pp | 282.22%-95.8pp |
| Employer contribution / active EE | $7,717 | $6,252+23.4% | $5,564+38.7% | $4,866+58.6% |
| Participant deferral / active EE | $4,806 | $5,507-12.7% | $4,895-1.8% | $5,352-10.2% |
| Admin fee / account holder | $314 | $13,580-97.7% | $11,611-97.3% | $9,540-96.7% |