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 | $266,905 | $198,466+34.5% | $170,442+56.6% | $147,584+80.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.14% | 257.29%-238.2pp | 205.93%-186.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $30,778 | $6,184+397.7% | $5,433+466.5% | $4,876+531.2% |
| Participant deferral / active EE | $11,682 | $5,629+107.5% | $4,939+136.5% | $5,439+114.8% |
| Admin fee / account holder | $26,248 | $16,852+55.8% | $13,880+89.1% | $10,885+141.1% |