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 | $166,020+304.0% | $164,866+306.8% | $145,959+359.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.73% | 100.08%-85.4pp | 69.97%-55.2pp | 561.95%-547.2pp |
| Employer contribution / active EE | $46,000 | $5,275+772.1% | $4,343+959.3% | $4,661+887.0% |
| Participant deferral / active EE | $23,000 | $6,961+230.4% | $6,033+281.2% | $6,689+243.9% |
| Admin fee / account holder | $5,559 | $16,644-66.6% | $12,689-56.2% | $13,398-58.5% |