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 | $273,661 | $175,202+56.2% | $149,673+82.8% | $139,434+96.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.62% | 166.71%-145.1pp | 134.42%-112.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $2,964 | $5,474-45.9% | $4,818-38.5% | $4,751-37.6% |
| Participant deferral / active EE | $10,525 | $6,519+61.5% | $5,680+85.3% | $6,710+56.9% |
| Admin fee / account holder | $14,444 | $16,150-10.6% | $13,210+9.3% | $11,403+26.7% |