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 | $491,436 | $183,963+167.1% | $162,163+203.0% | $152,861+221.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.59% | 150.76%-134.2pp | 115.59%-99.0pp | 345.32%-328.7pp |
| Employer contribution / active EE | $29,014 | $6,371+355.4% | $5,614+416.8% | $4,762+509.2% |
| Participant deferral / active EE | $24,901 | $8,034+210.0% | $7,298+241.2% | $5,850+325.6% |
| Admin fee / account holder | $435 | $13,121-96.7% | $10,843-96.0% | $11,596-96.3% |