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 | $456,189 | $183,963+148.0% | $162,163+181.3% | $152,861+198.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.83% | 150.76%-127.9pp | 115.59%-92.8pp | 345.32%-322.5pp |
| Employer contribution / active EE | $14,075 | $6,371+120.9% | $5,614+150.7% | $4,762+195.5% |
| Participant deferral / active EE | $13,558 | $8,034+68.8% | $7,298+85.8% | $5,850+131.7% |
| Admin fee / account holder | $47,191 | $13,121+259.6% | $10,843+335.2% | $11,596+306.9% |