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 | $294,975 | $210,648+40.0% | $177,989+65.7% | $145,922+102.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.42% | 385.86%-366.4pp | 294.48%-275.1pp | 561.29%-541.9pp |
| Employer contribution / active EE | $7,300 | $4,565+59.9% | $3,949+84.9% | $4,660+56.7% |
| Participant deferral / active EE | $4,035 | $6,958-42.0% | $6,276-35.7% | $6,688-39.7% |
| Admin fee / account holder | $21,640 | $12,013+80.1% | $10,363+108.8% | $13,397+61.5% |