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 | $327,795 | $157,256+108.4% | $141,162+132.2% | $152,861+114.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.15% | 64.32%-38.2pp | 71.39%-45.2pp | 345.32%-319.2pp |
| Employer contribution / active EE | $21,343 | $5,261+305.7% | $4,735+350.8% | $4,762+348.2% |
| Participant deferral / active EE | $15,169 | $7,109+113.4% | $6,709+126.1% | $5,850+159.3% |
| Admin fee / account holder | $2,421 | $12,120-80.0% | $10,261-76.4% | $11,596-79.1% |