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 | $355,317 | $100,773+252.6% | $88,946+299.5% | $142,382+149.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 71.67% | 70.18%+1.5pp | 57.82%+13.8pp | 217.08%-145.4pp |
| Employer contribution / active EE | $37,800 | $2,918+1195.6% | $2,555+1379.5% | $4,299+779.3% |
| Participant deferral / active EE | $23,500 | $5,230+349.3% | $4,581+412.9% | $6,507+261.1% |
| Admin fee / account holder | $15,957 | $9,693+64.6% | $8,261+93.2% | $12,624+26.4% |