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 | $385,662 | $210,648+83.1% | $177,989+116.7% | $145,922+164.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.19% | 385.86%-372.7pp | 294.48%-281.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $12,813 | $4,565+180.7% | $3,949+224.5% | $4,660+175.0% |
| Participant deferral / active EE | $17,550 | $6,958+152.2% | $6,276+179.6% | $6,688+162.4% |
| Admin fee / account holder | $3,200 | $12,013-73.4% | $10,363-69.1% | $13,397-76.1% |