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 | $428,729 | $183,963+133.1% | $162,163+164.4% | $152,861+180.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.61% | 150.76%-131.1pp | 115.59%-96.0pp | 345.32%-325.7pp |
| Employer contribution / active EE | $22,402 | $6,371+251.7% | $5,614+299.1% | $4,762+370.4% |
| Participant deferral / active EE | $13,392 | $8,034+66.7% | $7,298+83.5% | $5,850+128.9% |
| Admin fee / account holder | $2,903 | $13,121-77.9% | $10,843-73.2% | $11,596-75.0% |