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 | $381,509 | $175,202+117.8% | $149,673+154.9% | $139,434+173.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.11% | 166.71%-143.6pp | 134.42%-111.3pp | 372.94%-349.8pp |
| Employer contribution / active EE | $9,002 | $5,474+64.4% | $4,818+86.9% | $4,751+89.5% |
| Participant deferral / active EE | $7,247 | $6,519+11.2% | $5,680+27.6% | $6,710+8.0% |
| Admin fee / account holder | $14,924 | $16,150-7.6% | $13,210+13.0% | $11,403+30.9% |