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 | $328,752 | $159,901+105.6% | $146,958+123.7% | $145,922+125.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.51% | 98.13%-72.6pp | 418.34%-392.8pp | 561.29%-535.8pp |
| Employer contribution / active EE | $16,122 | $5,286+205.0% | $4,933+226.8% | $4,660+246.0% |
| Participant deferral / active EE | $19,176 | $8,428+127.5% | $8,070+137.6% | $6,688+186.7% |
| Admin fee / account holder | $1,179 | $15,044-92.2% | $12,998-90.9% | $13,397-91.2% |