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 5-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 | $391,723 | $210,648+86.0% | $177,989+120.1% | $145,922+168.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.16% | 385.86%-365.7pp | 294.48%-274.3pp | 561.29%-541.1pp |
| Employer contribution / active EE | $5,074 | $4,565+11.2% | $3,949+28.5% | $4,660+8.9% |
| Participant deferral / active EE | $14,008 | $6,958+101.3% | $6,276+123.2% | $6,688+109.5% |
| Admin fee / account holder | $2,917 | $12,013-75.7% | $10,363-71.9% | $13,397-78.2% |