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 | $346,884 | $175,202+98.0% | $149,673+131.8% | $139,434+148.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.70% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $29,161 | $5,474+432.7% | $4,818+505.3% | $4,751+513.8% |
| Participant deferral / active EE | $24,810 | $6,519+280.6% | $5,680+336.8% | $6,710+269.7% |
| Admin fee / account holder | $25,421 | $16,150+57.4% | $13,210+92.4% | $11,403+122.9% |