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 7-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 | $834,986 | $183,519+355.0% | $155,509+436.9% | $145,922+472.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.07% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $16,959 | $5,313+219.2% | $4,672+263.0% | $4,660+264.0% |
| Participant deferral / active EE | $14,000 | $6,462+116.6% | $5,626+148.8% | $6,688+109.3% |
| Admin fee / account holder | $9,289 | $19,313-51.9% | $15,912-41.6% | $13,397-30.7% |