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 3-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 | $406,713 | $158,398+156.8% | $126,539+221.4% | $142,382+185.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.60% | 593.76%-581.2pp | 425.95%-413.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,246 | $4,650-51.7% | $3,674-38.9% | $4,299-47.8% |
| Participant deferral / active EE | $20,500 | $4,767+330.1% | $4,083+402.1% | $6,507+215.0% |
| Admin fee / account holder | $785 | $6,918-88.6% | $6,065-87.1% | $12,624-93.8% |