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 | $695,975 | $183,592+279.1% | $155,567+347.4% | $145,959+376.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.30% | 61.24%-46.9pp | 64.74%-50.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $46,000 | $5,315+765.5% | $4,674+884.1% | $4,661+887.0% |
| Participant deferral / active EE | $26,750 | $6,464+313.8% | $5,628+375.3% | $6,689+299.9% |
| Admin fee / account holder | $6,699 | $19,318-65.3% | $15,916-57.9% | $13,398-50.0% |