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 | $321,337 | $86,929+269.7% | $102,423+213.7% | $80,856+297.4% |
| Participation rate | 97.4% | 72.4%+25.1pp | 76.5%+20.9pp | 67.6%+29.8pp |
| Annual return | 78.76% | 18.88%+59.9pp | 29.32%+49.4pp | 35.59%+43.2pp |
| Employer contribution / active EE | $20,466 | $2,369+763.8% | $3,023+576.9% | $2,755+642.9% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $51,425 | $8,049+538.9% | $9,451+444.1% | $6,918+643.4% |