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 7-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 | $261,525 | $133,922+95.3% | $116,228+125.0% | $142,382+83.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.72% | 147.76%-132.0pp | 90.06%-74.3pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,345 | $3,446+26.1% | $2,994+45.1% | $4,299+1.1% |
| Participant deferral / active EE | $10,641 | $5,672+87.6% | $4,953+114.8% | $6,507+63.5% |
| Admin fee / account holder | $5,089 | $14,945-66.0% | $11,989-57.6% | $12,624-59.7% |