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 | $265,320 | $117,983+124.9% | $101,794+160.6% | $142,382+86.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.65% | 36.92%-22.3pp | 30.53%-15.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $8,810 | $2,773+217.7% | $2,289+284.9% | $4,299+104.9% |
| Participant deferral / active EE | $10,000 | $4,714+112.2% | $4,084+144.9% | $6,507+53.7% |
| Admin fee / account holder | $1,760 | $10,433-83.1% | $8,777-80.0% | $12,624-86.1% |