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 | $284,945 | $217,402+31.1% | $185,823+53.3% | $167,490+70.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.22% | 148.36%-135.1pp | 122.05%-108.8pp | 478.56%-465.3pp |
| Employer contribution / active EE | $15,149 | $5,873+157.9% | $5,167+193.2% | $4,837+213.2% |
| Participant deferral / active EE | $12,148 | $6,356+91.1% | $5,568+118.2% | $6,341+91.6% |
| Admin fee / account holder | $36,601 | $19,811+84.8% | $16,237+125.4% | $12,309+197.3% |