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 | $282,437 | $105,126+168.7% | $94,646+198.4% | $139,434+102.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 31.00% | 38.03%-7.0pp | 156.71%-125.7pp | 372.94%-341.9pp |
| Employer contribution / active EE | $11,601 | $4,106+182.6% | $3,672+215.9% | $4,751+144.2% |
| Participant deferral / active EE | $9,880 | $7,599+30.0% | $7,418+33.2% | $6,710+47.2% |
| Admin fee / account holder | $9,473 | $8,984+5.4% | $7,231+31.0% | $11,403-16.9% |