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 | $298,619 | $111,724+167.3% | $93,606+219.0% | $145,922+104.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.00% | 202.98%-186.0pp | 133.20%-116.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,958 | $3,090-4.3% | $2,420+22.2% | $4,660-36.5% |
| Participant deferral / active EE | $15,431 | $4,912+214.2% | $4,411+249.8% | $6,688+130.7% |
| Admin fee / account holder | $325 | $10,250-96.8% | $8,285-96.1% | $13,397-97.6% |