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 | $293,775 | $177,572+65.4% | $154,803+89.8% | $142,382+106.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.27% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $8,262 | $4,810+71.8% | $4,305+91.9% | $4,299+92.2% |
| Participant deferral / active EE | $5,629 | $6,272-10.2% | $5,540+1.6% | $6,507-13.5% |
| Admin fee / account holder | $25,645 | $16,786+52.8% | $14,329+79.0% | $12,624+103.1% |