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 | $691,639 | $176,056+292.9% | $159,436+333.8% | $167,490+312.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.34% | 331.75%-309.4pp | 263.57%-241.2pp | 478.56%-456.2pp |
| Employer contribution / active EE | $14,744 | $5,297+178.3% | $4,829+205.3% | $4,837+204.8% |
| Participant deferral / active EE | $10,965 | $7,750+41.5% | $7,352+49.1% | $6,341+72.9% |
| Admin fee / account holder | $15,643 | $12,554+24.6% | $10,799+44.9% | $12,309+27.1% |