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 | $575,104 | $74,888+667.9% | $71,209+707.6% | $142,382+303.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.74% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $37,723 | $2,854+1221.6% | $2,721+1286.4% | $4,299+777.5% |
| Participant deferral / active EE | $11,724 | $4,454+163.2% | $4,175+180.8% | $6,507+80.2% |
| Admin fee / account holder | $15,588 | $5,568+179.9% | $5,349+191.4% | $12,624+23.5% |