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 | $514,169 | $183,963+179.5% | $162,163+217.1% | $152,861+236.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.72% | 150.76%-125.0pp | 115.59%-89.9pp | 345.32%-319.6pp |
| Employer contribution / active EE | $15,600 | $6,371+144.9% | $5,614+177.9% | $4,762+227.6% |
| Participant deferral / active EE | $10,782 | $8,034+34.2% | $7,298+47.7% | $5,850+84.3% |
| Admin fee / account holder | $84,335 | $13,121+542.7% | $10,843+677.8% | $11,596+627.2% |