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 | $280,763 | $159,901+75.6% | $146,958+91.0% | $145,922+92.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.65% | 98.13%-75.5pp | 418.34%-395.7pp | 561.29%-538.6pp |
| Employer contribution / active EE | $11,886 | $5,286+124.8% | $4,933+140.9% | $4,660+155.1% |
| Participant deferral / active EE | $26,655 | $8,428+216.3% | $8,070+230.3% | $6,688+298.6% |
| Admin fee / account holder | $386 | $15,044-97.4% | $12,998-97.0% | $13,397-97.1% |