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 | $264,036 | $183,963+43.5% | $162,163+62.8% | $152,861+72.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.39% | 150.76%-132.4pp | 115.59%-97.2pp | 345.32%-326.9pp |
| Employer contribution / active EE | $29,794 | $6,371+367.7% | $5,614+430.7% | $4,762+525.6% |
| Participant deferral / active EE | $26,079 | $8,034+224.6% | $7,298+257.3% | $5,850+345.8% |
| Admin fee / account holder | $1,618 | $13,121-87.7% | $10,843-85.1% | $11,596-86.1% |