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 | $250,400 | $202,432+23.7% | $169,368+47.8% | $139,434+79.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.48% | 531.74%-513.3pp | 405.60%-387.1pp | 372.94%-354.5pp |
| Employer contribution / active EE | $20,466 | $4,692+336.2% | $4,013+410.0% | $4,751+330.8% |
| Participant deferral / active EE | $12,413 | $6,938+78.9% | $6,221+99.5% | $6,710+85.0% |
| Admin fee / account holder | $2,627 | $10,708-75.5% | $9,003-70.8% | $11,403-77.0% |