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 | $323,803 | $177,572+82.4% | $154,803+109.2% | $142,382+127.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 33.60% | 65.07%-31.5pp | 58.88%-25.3pp | 217.08%-183.5pp |
| Employer contribution / active EE | $9,747 | $4,810+102.6% | $4,305+126.4% | $4,299+126.7% |
| Participant deferral / active EE | $9,577 | $6,272+52.7% | $5,540+72.9% | $6,507+47.2% |
| Admin fee / account holder | $483 | $16,786-97.1% | $14,329-96.6% | $12,624-96.2% |