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 | $385,324 | $183,963+109.5% | $162,163+137.6% | $152,861+152.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.79% | 150.76%-125.0pp | 115.59%-89.8pp | 345.32%-319.5pp |
| Employer contribution / active EE | $23,800 | $6,371+273.6% | $5,614+324.0% | $4,762+399.8% |
| Participant deferral / active EE | $19,444 | $8,034+142.0% | $7,298+166.4% | $5,850+232.4% |
| Admin fee / account holder | $77,703 | $13,121+492.2% | $10,843+616.6% | $11,596+570.1% |