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 | $980,445 | $148,534+560.1% | $135,903+621.4% | $139,434+603.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.66% | 79.19%-58.5pp | 68.23%-47.6pp | 372.94%-352.3pp |
| Employer contribution / active EE | $34,171 | $5,243+551.7% | $4,856+603.7% | $4,751+619.3% |
| Participant deferral / active EE | $29,004 | $8,100+258.1% | $7,758+273.9% | $6,710+332.2% |
| Admin fee / account holder | $4,927 | $12,400-60.3% | $10,762-54.2% | $11,403-56.8% |