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 | $542,590 | $183,963+194.9% | $162,163+234.6% | $152,861+255.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.29% | 150.76%-126.5pp | 115.59%-91.3pp | 345.32%-321.0pp |
| Employer contribution / active EE | $33,637 | $6,371+428.0% | $5,614+499.2% | $4,762+606.3% |
| Participant deferral / active EE | $12,122 | $8,034+50.9% | $7,298+66.1% | $5,850+107.2% |
| Admin fee / account holder | $62,673 | $13,121+377.6% | $10,843+478.0% | $11,596+440.5% |