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 | $496,814 | $159,901+210.7% | $146,958+238.1% | $145,922+240.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.50% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $18,564 | $5,286+251.2% | $4,933+276.3% | $4,660+298.4% |
| Participant deferral / active EE | $9,329 | $8,428+10.7% | $8,070+15.6% | $6,688+39.5% |
| Admin fee / account holder | $85,368 | $15,044+467.5% | $12,998+556.8% | $13,397+537.2% |