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 | $365,718 | $201,272+81.7% | $184,203+98.5% | $145,922+150.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 66.32% | 29.00%+37.3pp | 28.81%+37.5pp | 561.29%-495.0pp |
| Employer contribution / active EE | $7,500 | $7,022+6.8% | $6,427+16.7% | $4,660+61.0% |
| Participant deferral / active EE | $30,155 | $9,806+207.5% | $9,131+230.2% | $6,688+350.9% |
| Admin fee / account holder | $510,013 | $16,364+3016.7% | $13,901+3568.9% | $13,397+3706.9% |