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 | $471,077 | $183,963+156.1% | $162,163+190.5% | $152,861+208.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.92% | 150.76%-133.8pp | 115.59%-98.7pp | 345.32%-328.4pp |
| Employer contribution / active EE | $20,785 | $6,371+226.3% | $5,614+270.3% | $4,762+336.4% |
| Participant deferral / active EE | $14,849 | $8,034+84.8% | $7,298+103.5% | $5,850+153.8% |
| Admin fee / account holder | $14,121 | $13,121+7.6% | $10,843+30.2% | $11,596+21.8% |