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 | $482,415 | $183,963+162.2% | $162,163+197.5% | $152,861+215.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.08% | 150.76%-128.7pp | 115.59%-93.5pp | 345.32%-323.2pp |
| Employer contribution / active EE | $16,228 | $6,371+154.7% | $5,614+189.1% | $4,762+240.8% |
| Participant deferral / active EE | $12,992 | $8,034+61.7% | $7,298+78.0% | $5,850+122.1% |
| Admin fee / account holder | $4,235 | $13,121-67.7% | $10,843-60.9% | $11,596-63.5% |