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 10-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 | $894,673 | $165,984+439.0% | $164,813+442.8% | $145,922+513.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 20.83% | 100.03%-79.2pp | 69.93%-49.1pp | 561.29%-540.5pp |
| Employer contribution / active EE | $13,526 | $5,273+156.5% | $4,341+211.6% | $4,660+190.3% |
| Participant deferral / active EE | $12,292 | $6,959+76.6% | $6,031+103.8% | $6,688+83.8% |
| Admin fee / account holder | $1,460 | $16,648-91.2% | $12,690-88.5% | $13,397-89.1% |