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 8-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 | $297,367 | $148,534+100.2% | $135,903+118.8% | $139,434+113.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 118.70% | 79.19%+39.5pp | 68.23%+50.5pp | 372.94%-254.2pp |
| Employer contribution / active EE | $2,549 | $5,243-51.4% | $4,856-47.5% | $4,751-46.3% |
| Participant deferral / active EE | $13,118 | $8,100+61.9% | $7,758+69.1% | $6,710+95.5% |
| Admin fee / account holder | $6,426 | $12,400-48.2% | $10,762-40.3% | $11,403-43.6% |