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 | $183,519+279.2% | $155,509+347.5% | $145,922+377.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.30% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $46,000 | $5,313+765.8% | $4,672+884.5% | $4,660+887.2% |
| Participant deferral / active EE | $26,750 | $6,462+313.9% | $5,626+375.5% | $6,688+300.0% |
| Admin fee / account holder | $6,699 | $19,313-65.3% | $15,912-57.9% | $13,397-50.0% |