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 | $284,696 | $159,901+78.0% | $146,958+93.7% | $145,922+95.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.10% | 98.13%-78.0pp | 418.34%-398.2pp | 561.29%-541.2pp |
| Employer contribution / active EE | $7,543 | $5,286+42.7% | $4,933+52.9% | $4,660+61.9% |
| Participant deferral / active EE | $6,884 | $8,428-18.3% | $8,070-14.7% | $6,688+2.9% |
| Admin fee / account holder | $5,013 | $15,044-66.7% | $12,998-61.4% | $13,397-62.6% |