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 | $518,059 | $148,534+248.8% | $135,903+281.2% | $139,434+271.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 294.68% | 79.19%+215.5pp | 68.23%+226.5pp | 372.94%-78.3pp |
| Employer contribution / active EE | $4,466 | $5,243-14.8% | $4,856-8.0% | $4,751-6.0% |
| Participant deferral / active EE | $8,751 | $8,100+8.0% | $7,758+12.8% | $6,710+30.4% |
| Admin fee / account holder | $578 | $12,400-95.3% | $10,762-94.6% | $11,403-94.9% |