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 | $323,215 | $159,901+102.1% | $146,958+119.9% | $145,922+121.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.18% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $20,456 | $5,286+287.0% | $4,933+314.7% | $4,660+339.0% |
| Participant deferral / active EE | $11,601 | $8,428+37.6% | $8,070+43.8% | $6,688+73.5% |
| Admin fee / account holder | $59,695 | $15,044+296.8% | $12,998+359.3% | $13,397+345.6% |