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 | $261,889 | $74,888+249.7% | $71,209+267.8% | $142,382+83.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.26% | 345.14%-328.9pp | 282.51%-266.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $37,500 | $2,854+1213.8% | $2,721+1278.2% | $4,299+772.3% |
| Participant deferral / active EE | $21,563 | $4,454+384.1% | $4,175+416.5% | $6,507+231.4% |
| Admin fee / account holder | $1,009 | $5,568-81.9% | $5,349-81.1% | $12,624-92.0% |