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 | $459,802 | $755,339-39.1% | $379,746+21.1% | $158,922+189.3% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 10.78% | 53.41%-42.6pp | 34.90%-24.1pp | 302.83%-292.0pp |
| Employer contribution / active EE | $16,800 | $4,685+258.6% | $3,540+374.6% | $4,761+252.9% |
| Participant deferral / active EE | $13,000 | $7,938+63.8% | $6,024+115.8% | $5,982+117.3% |
| Admin fee / account holder | $32,011 | $14,482+121.0% | $7,927+303.8% | $11,246+184.6% |