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 6-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 | $299,786 | $150,187+99.6% | $120,354+149.1% | $145,922+105.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.33% | 154.07%-141.7pp | 107.15%-94.8pp | 561.29%-549.0pp |
| Employer contribution / active EE | $28,000 | $4,348+544.0% | $3,463+708.6% | $4,660+500.9% |
| Participant deferral / active EE | $16,615 | $6,173+169.2% | $4,991+232.9% | $6,688+148.4% |
| Admin fee / account holder | $2,908 | $12,207-76.2% | $9,423-69.1% | $13,397-78.3% |