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 | $352,846 | $183,963+91.8% | $162,163+117.6% | $152,861+130.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.89% | 150.76%-130.9pp | 115.59%-95.7pp | 345.32%-325.4pp |
| Employer contribution / active EE | $12,470 | $6,371+95.7% | $5,614+122.1% | $4,762+161.9% |
| Participant deferral / active EE | $9,690 | $8,034+20.6% | $7,298+32.8% | $5,850+65.6% |
| Admin fee / account holder | $4,138 | $13,121-68.5% | $10,843-61.8% | $11,596-64.3% |