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 | $270,985 | $210,408+28.8% | $153,485+76.6% | $145,922+85.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.63% | 13.37%-1.7pp | 15.65%-4.0pp | 561.29%-549.7pp |
| Employer contribution / active EE | $12,693 | $6,048+109.9% | $5,039+151.9% | $4,660+172.4% |
| Participant deferral / active EE | $9,462 | $7,975+18.6% | $6,757+40.0% | $6,688+41.5% |
| Admin fee / account holder | $30,144 | $19,419+55.2% | $12,724+136.9% | $13,397+125.0% |