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 | $253,001 | $198,466+27.5% | $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 | 12.68% | 257.29%-244.6pp | 205.93%-193.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $33,306 | $6,184+438.6% | $5,433+513.1% | $4,876+583.0% |
| Participant deferral / active EE | $19,788 | $5,629+251.5% | $4,939+300.6% | $5,439+263.8% |
| Admin fee / account holder | $2,318 | $16,852-86.2% | $13,880-83.3% | $10,885-78.7% |