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 | $267,787 | $148,534+80.3% | $135,903+97.0% | $139,434+92.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.74% | 79.19%-55.4pp | 68.23%-44.5pp | 372.94%-349.2pp |
| Employer contribution / active EE | $12,932 | $5,243+146.6% | $4,856+166.3% | $4,751+172.2% |
| Participant deferral / active EE | $13,578 | $8,100+67.6% | $7,758+75.0% | $6,710+102.3% |
| Admin fee / account holder | $28,911 | $12,400+133.2% | $10,762+168.6% | $11,403+153.6% |