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 | $328,087 | $183,963+78.3% | $162,163+102.3% | $152,861+114.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.22% | 150.76%-129.5pp | 115.59%-94.4pp | 345.32%-324.1pp |
| Employer contribution / active EE | $18,225 | $6,371+186.1% | $5,614+224.6% | $4,762+282.7% |
| Participant deferral / active EE | $17,100 | $8,034+112.8% | $7,298+134.3% | $5,850+192.3% |
| Admin fee / account holder | $164,444 | $13,121+1153.2% | $10,843+1416.6% | $11,596+1318.1% |