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 | $682,973 | $183,963+271.3% | $162,163+321.2% | $152,861+346.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 89.48% | 150.76%-61.3pp | 115.59%-26.1pp | 345.32%-255.8pp |
| Employer contribution / active EE | $23,224 | $6,371+264.5% | $5,614+313.7% | $4,762+387.7% |
| Participant deferral / active EE | $16,716 | $8,034+108.1% | $7,298+129.0% | $5,850+185.7% |
| Admin fee / account holder | $110,007 | $13,121+738.4% | $10,843+914.6% | $11,596+848.6% |