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 | $254,906 | $105,181+142.4% | $159,436+59.9% | $85,850+196.9% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.8%+10.2pp | 69.3%+23.7pp |
| Annual return | 17.22% | 45.07%-27.9pp | 263.57%-246.3pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,666 | $3,318-49.8% | $4,829-65.5% | $2,565-35.0% |
| Participant deferral / active EE | $6,755 | $5,945+13.6% | $7,352-8.1% | $3,952+70.9% |
| Admin fee / account holder | $50,095 | $6,933+622.5% | $10,799+363.9% | $6,260+700.3% |