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 | $293,529 | $177,572+65.3% | $154,803+89.6% | $142,382+106.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.59% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $43,624 | $4,810+806.9% | $4,305+913.2% | $4,299+914.7% |
| Participant deferral / active EE | $25,120 | $6,272+300.5% | $5,540+353.4% | $6,507+286.0% |
| Admin fee / account holder | $231,025 | $16,786+1276.3% | $14,329+1512.3% | $12,624+1730.1% |