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 | $670,639 | $165,984+304.0% | $164,813+306.9% | $145,922+359.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.73% | 100.03%-85.3pp | 69.93%-55.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $46,000 | $5,273+772.4% | $4,341+959.7% | $4,660+887.2% |
| Participant deferral / active EE | $23,000 | $6,959+230.5% | $6,031+281.3% | $6,688+243.9% |
| Admin fee / account holder | $5,559 | $16,648-66.6% | $12,690-56.2% | $13,397-58.5% |