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 | $335,614 | $209,832+59.9% | $189,513+77.1% | $167,490+100.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.15% | 748.27%-731.1pp | 555.15%-538.0pp | 478.56%-461.4pp |
| Employer contribution / active EE | $5,000 | $6,914-27.7% | $6,162-18.9% | $4,837+3.4% |
| Participant deferral / active EE | $3,982 | $8,935-55.4% | $8,221-51.6% | $6,341-37.2% |
| Admin fee / account holder | $7,099 | $14,293-50.3% | $12,045-41.1% | $12,309-42.3% |