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 | $261,662 | $202,432+29.3% | $169,368+54.5% | $139,434+87.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.91% | 531.74%-515.8pp | 405.60%-389.7pp | 372.94%-357.0pp |
| Employer contribution / active EE | $3,431 | $4,692-26.9% | $4,013-14.5% | $4,751-27.8% |
| Participant deferral / active EE | $8,465 | $6,938+22.0% | $6,221+36.1% | $6,710+26.2% |
| Admin fee / account holder | $9,888 | $10,708-7.7% | $9,003+9.8% | $11,403-13.3% |