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 9-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 | $434,334 | $157,256+176.2% | $141,162+207.7% | $152,861+184.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.76% | 64.32%-40.6pp | 71.39%-47.6pp | 345.32%-321.6pp |
| Employer contribution / active EE | $7,187 | $5,261+36.6% | $4,735+51.8% | $4,762+50.9% |
| Participant deferral / active EE | $17,189 | $7,109+141.8% | $6,709+156.2% | $5,850+193.8% |
| Admin fee / account holder | $3,783 | $12,120-68.8% | $10,261-63.1% | $11,596-67.4% |