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 6-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 | $256,438 | $148,534+72.6% | $135,903+88.7% | $139,434+83.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.57% | 79.19%-66.6pp | 68.23%-55.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $6,265 | $5,243+19.5% | $4,856+29.0% | $4,751+31.9% |
| Participant deferral / active EE | $20,292 | $8,100+150.5% | $7,758+161.6% | $6,710+202.4% |
| Admin fee / account holder | $203,589 | $12,400+1541.9% | $10,762+1791.7% | $11,403+1685.5% |