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 | $451,417 | $70,756+538.0% | $65,493+589.3% | $142,382+217.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.61% | 1754.89%-1739.3pp | 982.45%-966.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $24,174 | $2,881+739.2% | $2,574+839.1% | $4,299+462.3% |
| Participant deferral / active EE | $25,392 | $4,637+447.6% | $3,961+541.0% | $6,507+290.2% |
| Admin fee / account holder | $854 | $6,559-87.0% | $5,028-83.0% | $12,624-93.2% |