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 3-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 | $292,446 | $183,592+59.3% | $155,567+88.0% | $145,959+100.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.66% | 61.24%-31.6pp | 64.74%-35.1pp | 561.95%-532.3pp |
| Employer contribution / active EE | $6,046 | $5,315+13.8% | $4,674+29.4% | $4,661+29.7% |
| Participant deferral / active EE | $5,811 | $6,464-10.1% | $5,628+3.3% | $6,689-13.1% |
| Admin fee / account holder | $4,378 | $19,318-77.3% | $15,916-72.5% | $13,398-67.3% |