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 | $271,128 | $144,119+88.1% | $117,854+130.1% | $147,584+83.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.14% | 531.15%-510.0pp | 335.08%-313.9pp | 578.55%-557.4pp |
| Employer contribution / active EE | $9,870 | $4,896+101.6% | $3,786+160.7% | $4,876+102.4% |
| Participant deferral / active EE | $14,100 | $5,316+165.3% | $4,482+214.6% | $5,439+159.3% |
| Admin fee / account holder | $50,361 | $10,886+362.6% | $8,020+527.9% | $10,885+362.7% |