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 | $271,859 | $108,919+149.6% | $100,391+170.8% | $145,922+86.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.26% | 57.88%-47.6pp | 49.20%-38.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $16,074 | $4,419+263.7% | $3,942+307.8% | $4,660+245.0% |
| Participant deferral / active EE | $13,065 | $8,445+54.7% | $8,082+61.7% | $6,688+95.4% |
| Admin fee / account holder | $3,574 | $9,689-63.1% | $7,899-54.8% | $13,397-73.3% |