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 | $471,422 | $177,572+165.5% | $154,803+204.5% | $142,382+231.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 38.39% | 65.07%-26.7pp | 58.88%-20.5pp | 217.08%-178.7pp |
| Employer contribution / active EE | $17,057 | $4,810+254.6% | $4,305+296.2% | $4,299+296.8% |
| Participant deferral / active EE | $22,261 | $6,272+254.9% | $5,540+301.8% | $6,507+242.1% |
| Admin fee / account holder | $73,565 | $16,786+338.3% | $14,329+413.4% | $12,624+482.8% |