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 | $252,905 | $198,466+27.4% | $170,442+48.4% | $147,584+71.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.70% | 257.29%-247.6pp | 205.93%-196.2pp | 578.55%-568.9pp |
| Employer contribution / active EE | $13,430 | $6,184+117.2% | $5,433+147.2% | $4,876+175.4% |
| Participant deferral / active EE | $4,922 | $5,629-12.6% | $4,939-0.4% | $5,439-9.5% |
| Admin fee / account holder | $125,964 | $16,852+647.5% | $13,880+807.5% | $10,885+1057.2% |