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 5-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 | $633,035 | $59,159+970.1% | $159,960+295.7% | $66,914+846.0% |
| Participation rate | 98.1% | 68.1%+30.0pp | 78.0%+20.2pp | 69.8%+28.3pp |
| Annual return | 37.83% | -12.26%+50.1pp | 408.60%-370.8pp | 1.58%+36.3pp |
| Employer contribution / active EE | $29,540 | $1,983+1389.8% | $4,226+599.1% | $2,544+1061.1% |
| Participant deferral / active EE | $0 | $4,395-100.0% | $6,182-100.0% | $4,237-100.0% |
| Admin fee / account holder | $3,370 | $591+470.4% | $8,698-61.3% | $593+468.0% |