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 | $332,146 | $177,572+87.0% | $154,803+114.6% | $142,382+133.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.20% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $14,217 | $4,810+195.5% | $4,305+230.2% | $4,299+230.7% |
| Participant deferral / active EE | $12,636 | $6,272+101.5% | $5,540+128.1% | $6,507+94.2% |
| Admin fee / account holder | $120,762 | $16,786+619.4% | $14,329+742.8% | $12,624+856.6% |