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 | $825,519 | $159,602+417.2% | $150,045+450.2% | $142,382+479.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.22% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $23,696 | $4,961+377.7% | $4,693+404.9% | $4,299+451.2% |
| Participant deferral / active EE | $9,402 | $8,310+13.1% | $7,997+17.6% | $6,507+44.5% |
| Admin fee / account holder | $30,423 | $14,846+104.9% | $13,435+126.5% | $12,624+141.0% |