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 | $328,187 | $183,963+78.4% | $162,163+102.4% | $152,861+114.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.72% | 150.76%-135.0pp | 115.59%-99.9pp | 345.32%-329.6pp |
| Employer contribution / active EE | $17,059 | $6,371+167.8% | $5,614+203.9% | $4,762+258.2% |
| Participant deferral / active EE | $13,575 | $8,034+69.0% | $7,298+86.0% | $5,850+132.0% |
| Admin fee / account holder | $59,530 | $13,121+353.7% | $10,843+449.0% | $11,596+413.3% |