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 10-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 | $279,471 | $183,963+51.9% | $162,163+72.3% | $152,861+82.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.45% | 150.76%-126.3pp | 115.59%-91.1pp | 345.32%-320.9pp |
| Employer contribution / active EE | $10,249 | $6,371+60.9% | $5,614+82.6% | $4,762+115.2% |
| Participant deferral / active EE | $11,250 | $8,034+40.0% | $7,298+54.2% | $5,850+92.3% |
| Admin fee / account holder | $9,418 | $13,121-28.2% | $10,843-13.1% | $11,596-18.8% |