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 | $545,785 | $183,963+196.7% | $162,163+236.6% | $152,861+257.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.19% | 150.76%-122.6pp | 115.59%-87.4pp | 345.32%-317.1pp |
| Employer contribution / active EE | $21,944 | $6,371+244.5% | $5,614+290.9% | $4,762+360.8% |
| Participant deferral / active EE | $11,035 | $8,034+37.4% | $7,298+51.2% | $5,850+88.6% |
| Admin fee / account holder | $11,854 | $13,121-9.7% | $10,843+9.3% | $11,596+2.2% |