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 | $606,628 | $211,958+186.2% | $169,463+258.0% | $135,375+348.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 70.00% | 3.26%+66.7pp | 1.83%+68.2pp | 519.73%-449.7pp |
| Employer contribution / active EE | $19,501 | $5,120+280.9% | $4,159+368.9% | $4,779+308.1% |
| Participant deferral / active EE | $12,000 | $6,075+97.5% | $5,277+127.4% | $5,609+114.0% |
| Admin fee / account holder | $326 | $11,471-97.2% | $9,109-96.4% | $10,827-97.0% |