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 | $349,855 | $202,432+72.8% | $169,368+106.6% | $139,434+150.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.71% | 531.74%-509.0pp | 405.60%-382.9pp | 372.94%-350.2pp |
| Employer contribution / active EE | $12,328 | $4,692+162.7% | $4,013+207.2% | $4,751+159.5% |
| Participant deferral / active EE | $13,326 | $6,938+92.1% | $6,221+114.2% | $6,710+98.6% |
| Admin fee / account holder | $1,279 | $10,708-88.1% | $9,003-85.8% | $11,403-88.8% |