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 3-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 | $324,543 | $183,519+76.8% | $155,509+108.7% | $145,922+122.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.76% | 61.17%-50.4pp | 64.67%-53.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $14,041 | $5,313+164.3% | $4,672+200.5% | $4,660+201.3% |
| Participant deferral / active EE | $15,613 | $6,462+141.6% | $5,626+177.5% | $6,688+133.5% |
| Admin fee / account holder | $1,843 | $19,313-90.5% | $15,912-88.4% | $13,397-86.2% |