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 | $398,372 | $183,963+116.5% | $162,163+145.7% | $152,861+160.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.18% | 150.76%-121.6pp | 115.59%-86.4pp | 345.32%-316.1pp |
| Employer contribution / active EE | $9,598 | $6,371+50.7% | $5,614+71.0% | $4,762+101.5% |
| Participant deferral / active EE | $7,670 | $8,034-4.5% | $7,298+5.1% | $5,850+31.1% |
| Admin fee / account holder | $1,948 | $13,121-85.2% | $10,843-82.0% | $11,596-83.2% |