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 | $265,079 | $175,202+51.3% | $149,673+77.1% | $139,434+90.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.83% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $9,696 | $5,474+77.1% | $4,818+101.3% | $4,751+104.1% |
| Participant deferral / active EE | $10,172 | $6,519+56.0% | $5,680+79.1% | $6,710+51.6% |
| Admin fee / account holder | $315,381 | $16,150+1852.8% | $13,210+2287.5% | $11,403+2665.9% |