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 5-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 | $333,142 | $210,648+58.2% | $177,989+87.2% | $145,922+128.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.99% | 385.86%-370.9pp | 294.48%-279.5pp | 561.29%-546.3pp |
| Employer contribution / active EE | $4,584 | $4,565+0.4% | $3,949+16.1% | $4,660-1.6% |
| Participant deferral / active EE | $11,080 | $6,958+59.2% | $6,276+76.5% | $6,688+65.7% |
| Admin fee / account holder | $193,064 | $12,013+1507.1% | $10,363+1763.0% | $13,397+1341.1% |