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 | $318,945 | $183,519+73.8% | $155,509+105.1% | $145,922+118.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.09% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $12,860 | $5,313+142.1% | $4,672+175.2% | $4,660+176.0% |
| Participant deferral / active EE | $11,521 | $6,462+78.3% | $5,626+104.8% | $6,688+72.3% |
| Admin fee / account holder | $89,271 | $19,313+362.2% | $15,912+461.0% | $13,397+566.3% |