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 | $327,963 | $175,202+87.2% | $149,673+119.1% | $139,434+135.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.11% | 166.71%-147.6pp | 134.42%-115.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $21,580 | $5,474+294.2% | $4,818+347.9% | $4,751+354.2% |
| Participant deferral / active EE | $17,704 | $6,519+171.6% | $5,680+211.7% | $6,710+163.8% |
| Admin fee / account holder | $152,078 | $16,150+841.6% | $13,210+1051.2% | $11,403+1233.7% |