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 | $263,758 | $133,922+96.9% | $116,228+126.9% | $142,382+85.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.33% | 147.76%-130.4pp | 90.06%-72.7pp | 217.08%-199.7pp |
| Employer contribution / active EE | $5,457 | $3,446+58.4% | $2,994+82.2% | $4,299+26.9% |
| Participant deferral / active EE | $9,019 | $5,672+59.0% | $4,953+82.1% | $6,507+38.6% |
| Admin fee / account holder | $79,691 | $14,945+433.2% | $11,989+564.7% | $12,624+531.3% |