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 | $303,098 | $183,592+65.1% | $155,567+94.8% | $145,959+107.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.15% | 61.24%-38.1pp | 64.74%-41.6pp | 561.95%-538.8pp |
| Employer contribution / active EE | $8,907 | $5,315+67.6% | $4,674+90.6% | $4,661+91.1% |
| Participant deferral / active EE | $8,391 | $6,464+29.8% | $5,628+49.1% | $6,689+25.5% |
| Admin fee / account holder | $1,949 | $19,318-89.9% | $15,916-87.8% | $13,398-85.5% |