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 | $250,920 | $159,934+56.9% | $147,005+70.7% | $145,959+71.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.09% | 98.24%-85.2pp | 418.76%-405.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $6,465 | $5,287+22.3% | $4,934+31.0% | $4,661+38.7% |
| Participant deferral / active EE | $18,299 | $8,427+117.1% | $8,070+126.8% | $6,689+173.6% |
| Admin fee / account holder | $137,289 | $15,053+812.0% | $13,006+955.6% | $13,398+924.7% |