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 | $393,255 | $159,934+145.9% | $147,005+167.5% | $145,959+169.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.18% | 98.24%-77.1pp | 418.76%-397.6pp | 561.95%-540.8pp |
| Employer contribution / active EE | $3,045 | $5,287-42.4% | $4,934-38.3% | $4,661-34.7% |
| Participant deferral / active EE | $6,947 | $8,427-17.6% | $8,070-13.9% | $6,689+3.9% |
| Admin fee / account holder | $4,908 | $15,053-67.4% | $13,006-62.3% | $13,398-63.4% |