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 4-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 | $641,608 | $179,726+257.0% | $156,263+310.6% | $142,382+350.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 25.63% | 77.86%-52.2pp | 59.47%-33.8pp | 217.08%-191.4pp |
| Employer contribution / active EE | $5,985 | $5,069+18.1% | $4,333+38.1% | $4,299+39.2% |
| Participant deferral / active EE | $7,786 | $6,956+11.9% | $6,158+26.4% | $6,507+19.7% |
| Admin fee / account holder | $42,435 | $17,272+145.7% | $14,255+197.7% | $12,624+236.2% |