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 | $278,728 | $183,963+51.5% | $162,163+71.9% | $152,861+82.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.51% | 150.76%-136.3pp | 115.59%-101.1pp | 345.32%-330.8pp |
| Employer contribution / active EE | $28,752 | $6,371+351.3% | $5,614+412.2% | $4,762+503.7% |
| Participant deferral / active EE | $13,342 | $8,034+66.1% | $7,298+82.8% | $5,850+128.1% |
| Admin fee / account holder | $9,494 | $13,121-27.6% | $10,843-12.4% | $11,596-18.1% |