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 | $250,718 | $183,519+36.6% | $155,509+61.2% | $145,922+71.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 40.80% | 61.17%-20.4pp | 64.67%-23.9pp | 561.29%-520.5pp |
| Employer contribution / active EE | $16,009 | $5,313+201.3% | $4,672+242.6% | $4,660+243.6% |
| Participant deferral / active EE | $25,583 | $6,462+295.9% | $5,626+354.7% | $6,688+282.5% |
| Admin fee / account holder | $6,468 | $19,313-66.5% | $15,912-59.4% | $13,397-51.7% |