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 8-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 | $286,963 | $56,114+411.4% | $96,139+198.5% | $85,850+234.3% |
| Participation rate | 98.8% | 56.7%+42.1pp | 68.4%+30.4pp | 69.3%+29.5pp |
| Annual return | 133.99% | 42.30%+91.7pp | 191.94%-58.0pp | 318.53%-184.5pp |
| Employer contribution / active EE | $23,174 | $1,620+1330.8% | $2,797+728.6% | $2,565+803.4% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,777 | $3,768+239.1% | $5,537+130.8% | $6,260+104.1% |