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 | $335,063 | $183,963+82.1% | $162,163+106.6% | $152,861+119.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.38% | 150.76%-128.4pp | 115.59%-93.2pp | 345.32%-322.9pp |
| Employer contribution / active EE | $7,455 | $6,371+17.0% | $5,614+32.8% | $4,762+56.5% |
| Participant deferral / active EE | $8,201 | $8,034+2.1% | $7,298+12.4% | $5,850+40.2% |
| Admin fee / account holder | $4,676 | $13,121-64.4% | $10,843-56.9% | $11,596-59.7% |