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 | $349,340 | $226,064+54.5% | $182,532+91.4% | $152,861+128.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.55% | 192.51%-169.0pp | 148.54%-125.0pp | 345.32%-321.8pp |
| Employer contribution / active EE | $18,416 | $4,978+269.9% | $4,076+351.8% | $4,762+286.7% |
| Participant deferral / active EE | $14,465 | $6,368+127.2% | $5,524+161.8% | $5,850+147.3% |
| Admin fee / account holder | $5,082 | $10,703-52.5% | $8,592-40.9% | $11,596-56.2% |