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 7-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 | $288,968 | $108,919+165.3% | $100,391+187.8% | $145,922+98.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.51% | 57.88%-44.4pp | 49.20%-35.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $5,476 | $4,419+23.9% | $3,942+38.9% | $4,660+17.5% |
| Participant deferral / active EE | $22,575 | $8,445+167.3% | $8,082+179.3% | $6,688+237.6% |
| Admin fee / account holder | $163,992 | $9,689+1592.6% | $7,899+1976.1% | $13,397+1124.1% |