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 | $296,586 | $183,963+61.2% | $162,163+82.9% | $152,861+94.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 34.48% | 150.76%-116.3pp | 115.59%-81.1pp | 345.32%-310.8pp |
| Employer contribution / active EE | $9,154 | $6,371+43.7% | $5,614+63.1% | $4,762+92.2% |
| Participant deferral / active EE | $10,229 | $8,034+27.3% | $7,298+40.2% | $5,850+74.8% |
| Admin fee / account holder | $2,034 | $13,121-84.5% | $10,843-81.2% | $11,596-82.5% |