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 | $266,870 | $165,984+60.8% | $164,813+61.9% | $145,922+82.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 12.50% | 100.03%-87.5pp | 69.93%-57.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $13,056 | $5,273+147.6% | $4,341+200.8% | $4,660+180.2% |
| Participant deferral / active EE | $12,212 | $6,959+75.5% | $6,031+102.5% | $6,688+82.6% |
| Admin fee / account holder | $146,844 | $16,648+782.1% | $12,690+1057.2% | $13,397+996.1% |