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 | $302,458 | $137,414+120.1% | $189,513+59.6% | $85,850+252.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 21.31% | 38.14%-16.8pp | 555.15%-533.8pp | 318.53%-297.2pp |
| Employer contribution / active EE | $4,088 | $4,344-5.9% | $6,162-33.6% | $2,565+59.4% |
| Participant deferral / active EE | $15,081 | $6,260+140.9% | $8,221+83.4% | $3,952+281.6% |
| Admin fee / account holder | $1,844 | $8,630-78.6% | $12,045-84.7% | $6,260-70.5% |