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 | $342,498 | $138,065+148.1% | $123,544+177.2% | $135,375+153.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 17.52% | 153.68%-136.2pp | 119.20%-101.7pp | 519.73%-502.2pp |
| Employer contribution / active EE | $10,148 | $5,151+97.0% | $4,628+119.3% | $4,779+112.4% |
| Participant deferral / active EE | $10,231 | $6,799+50.5% | $6,426+59.2% | $5,609+82.4% |
| Admin fee / account holder | $55,362 | $10,916+407.2% | $9,284+496.3% | $10,827+411.3% |