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 | $326,706 | $183,963+77.6% | $162,163+101.5% | $152,861+113.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 42.91% | 150.76%-107.8pp | 115.59%-72.7pp | 345.32%-302.4pp |
| Employer contribution / active EE | $13,092 | $6,371+105.5% | $5,614+133.2% | $4,762+174.9% |
| Participant deferral / active EE | $23,536 | $8,034+193.0% | $7,298+222.5% | $5,850+302.3% |
| Admin fee / account holder | $87,824 | $13,121+569.3% | $10,843+710.0% | $11,596+657.3% |