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 | $559,119 | $133,922+317.5% | $116,228+381.1% | $142,382+292.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.27% | 147.76%-132.5pp | 90.06%-74.8pp | 217.08%-201.8pp |
| Employer contribution / active EE | $8,214 | $3,446+138.4% | $2,994+174.3% | $4,299+91.1% |
| Participant deferral / active EE | $5,613 | $5,672-1.0% | $4,953+13.3% | $6,507-13.7% |
| Admin fee / account holder | $34,195 | $14,945+128.8% | $11,989+185.2% | $12,624+170.9% |