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 | $406,083 | $169,032+140.2% | $129,207+214.3% | $145,922+178.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.31% | 14330.11%-14321.8pp | 9417.33%-9409.0pp | 561.29%-553.0pp |
| Employer contribution / active EE | $11,432 | $5,537+106.5% | $4,153+175.3% | $4,660+145.3% |
| Participant deferral / active EE | $23,000 | $4,987+361.2% | $4,168+451.9% | $6,688+243.9% |
| Admin fee / account holder | $59,176 | $9,954+494.5% | $7,715+667.1% | $13,397+341.7% |