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 | $406,151 | $202,432+100.6% | $169,368+139.8% | $139,434+191.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.87% | 531.74%-511.9pp | 405.60%-385.7pp | 372.94%-353.1pp |
| Employer contribution / active EE | $33,975 | $4,692+624.1% | $4,013+746.7% | $4,751+615.1% |
| Participant deferral / active EE | $26,250 | $6,938+278.3% | $6,221+321.9% | $6,710+291.2% |
| Admin fee / account holder | $17,119 | $10,708+59.9% | $9,003+90.1% | $11,403+50.1% |