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 | $278,641 | $177,572+56.9% | $154,803+80.0% | $142,382+95.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.43% | 65.07%-49.6pp | 58.88%-43.5pp | 217.08%-201.6pp |
| Employer contribution / active EE | $7,624 | $4,810+58.5% | $4,305+77.1% | $4,299+77.3% |
| Participant deferral / active EE | $6,705 | $6,272+6.9% | $5,540+21.0% | $6,507+3.0% |
| Admin fee / account holder | $5,014 | $16,786-70.1% | $14,329-65.0% | $12,624-60.3% |