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 | $72,071+698.0% | $68,368+741.2% | $137,256+319.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.74% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $37,723 | $2,788+1253.1% | $2,649+1324.1% | $4,156+807.7% |
| Participant deferral / active EE | $11,724 | $4,410+165.8% | $4,123+184.4% | $6,407+83.0% |
| Admin fee / account holder | $15,588 | $5,336+192.2% | $5,150+202.7% | $12,270+27.0% |