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 | $300,231 | $175,202+71.4% | $149,673+100.6% | $139,434+115.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 43.19% | 166.71%-123.5pp | 134.42%-91.2pp | 372.94%-329.8pp |
| Employer contribution / active EE | $3,183 | $5,474-41.9% | $4,818-33.9% | $4,751-33.0% |
| Participant deferral / active EE | $6,597 | $6,519+1.2% | $5,680+16.1% | $6,710-1.7% |
| Admin fee / account holder | $6,185 | $16,150-61.7% | $13,210-53.2% | $11,403-45.8% |