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 | $378,755 | $210,648+79.8% | $177,989+112.8% | $145,922+159.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.70% | 385.86%-377.2pp | 294.48%-285.8pp | 561.29%-552.6pp |
| Employer contribution / active EE | $21,340 | $4,565+367.5% | $3,949+440.4% | $4,660+358.0% |
| Participant deferral / active EE | $19,004 | $6,958+173.1% | $6,276+202.8% | $6,688+184.2% |
| Admin fee / account holder | $252,473 | $12,013+2001.7% | $10,363+2336.2% | $13,397+1784.6% |