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 | $401,284 | $175,202+129.0% | $149,673+168.1% | $139,434+187.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 40.32% | 166.71%-126.4pp | 134.42%-94.1pp | 372.94%-332.6pp |
| Employer contribution / active EE | $10,920 | $5,474+99.5% | $4,818+126.7% | $4,751+129.9% |
| Participant deferral / active EE | $6,927 | $6,519+6.3% | $5,680+21.9% | $6,710+3.2% |
| Admin fee / account holder | $106,197 | $16,150+557.6% | $13,210+703.9% | $11,403+831.4% |