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 | $322,493 | $176,056+83.2% | $159,436+102.3% | $167,490+92.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.51% | 331.75%-319.2pp | 263.57%-251.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $10,400 | $5,297+96.3% | $4,829+115.3% | $4,837+115.0% |
| Participant deferral / active EE | $9,462 | $7,750+22.1% | $7,352+28.7% | $6,341+49.2% |
| Admin fee / account holder | $13,870 | $12,554+10.5% | $10,799+28.4% | $12,309+12.7% |