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 | $264,961 | $137,414+92.8% | $189,513+39.8% | $85,850+208.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 11.99% | 38.14%-26.2pp | 555.15%-543.2pp | 318.53%-306.5pp |
| Employer contribution / active EE | $16,298 | $4,344+275.2% | $6,162+164.5% | $2,565+535.4% |
| Participant deferral / active EE | $17,093 | $6,260+173.1% | $8,221+107.9% | $3,952+332.6% |
| Admin fee / account holder | $3,171 | $8,630-63.3% | $12,045-73.7% | $6,260-49.3% |