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 5-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 | $254,097 | $137,414+84.9% | $189,513+34.1% | $85,850+196.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 38.14%-38.1pp | 555.15%-555.2pp | 318.53%-318.5pp |
| Employer contribution / active EE | $6,982 | $4,344+60.7% | $6,162+13.3% | $2,565+172.2% |
| Participant deferral / active EE | $27,309 | $6,260+336.3% | $8,221+232.2% | $3,952+591.1% |
| Admin fee / account holder | $411 | $8,630-95.2% | $12,045-96.6% | $6,260-93.4% |