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 | $415,115 | $177,572+133.8% | $154,803+168.2% | $142,382+191.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.94% | 65.07%-53.1pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $8,524 | $4,810+77.2% | $4,305+98.0% | $4,299+98.3% |
| Participant deferral / active EE | $12,168 | $6,272+94.0% | $5,540+119.6% | $6,507+87.0% |
| Admin fee / account holder | $266,186 | $16,786+1485.8% | $14,329+1757.7% | $12,624+2008.6% |