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 | $628,664 | $138,044+355.4% | $125,339+401.6% | $134,475+367.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.40% | 750.33%-758.7pp | 572.05%-580.5pp | 417.96%-426.4pp |
| Employer contribution / active EE | $9,908 | $5,243+89.0% | $4,814+105.8% | $4,740+109.0% |
| Participant deferral / active EE | $14,420 | $7,799+84.9% | $7,446+93.7% | $6,400+125.3% |
| Admin fee / account holder | $7,365 | $11,571-36.4% | $10,010-26.4% | $11,426-35.5% |