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 | $303,148 | $202,432+49.8% | $169,368+79.0% | $139,434+117.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 35.38% | 531.74%-496.4pp | 405.60%-370.2pp | 372.94%-337.6pp |
| Employer contribution / active EE | $28,215 | $4,692+501.3% | $4,013+603.1% | $4,751+493.9% |
| Participant deferral / active EE | $15,000 | $6,938+116.2% | $6,221+141.1% | $6,710+123.5% |
| Admin fee / account holder | $1,711 | $10,708-84.0% | $9,003-81.0% | $11,403-85.0% |