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 | $418,836 | $183,963+127.7% | $162,163+158.3% | $152,861+174.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.55% | 150.76%-129.2pp | 115.59%-94.0pp | 345.32%-323.8pp |
| Employer contribution / active EE | $5,113 | $6,371-19.7% | $5,614-8.9% | $4,762+7.4% |
| Participant deferral / active EE | $15,901 | $8,034+97.9% | $7,298+117.9% | $5,850+171.8% |
| Admin fee / account holder | $52,857 | $13,121+302.8% | $10,843+387.5% | $11,596+355.8% |