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 | $266,919 | $100,773+164.9% | $88,946+200.1% | $142,382+87.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 32.21% | 70.18%-38.0pp | 57.82%-25.6pp | 217.08%-184.9pp |
| Employer contribution / active EE | $31,127 | $2,918+966.9% | $2,555+1118.3% | $4,299+624.0% |
| Participant deferral / active EE | $28,500 | $5,230+444.9% | $4,581+522.1% | $6,507+338.0% |
| Admin fee / account holder | $3,834 | $9,693-60.4% | $8,261-53.6% | $12,624-69.6% |