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 | $375,385 | $183,963+104.1% | $162,163+131.5% | $152,861+145.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.71% | 150.76%-123.1pp | 115.59%-87.9pp | 345.32%-317.6pp |
| Employer contribution / active EE | $19,781 | $6,371+210.5% | $5,614+252.4% | $4,762+315.4% |
| Participant deferral / active EE | $28,942 | $8,034+260.3% | $7,298+296.6% | $5,850+394.7% |
| Admin fee / account holder | $12,191 | $13,121-7.1% | $10,843+12.4% | $11,596+5.1% |