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 | $332,106 | $165,335+100.9% | $149,696+121.9% | $158,922+109.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.25% | 348.15%-337.9pp | 276.60%-266.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $14,710 | $5,103+188.3% | $4,644+216.7% | $4,761+209.0% |
| Participant deferral / active EE | $13,100 | $7,181+82.4% | $6,842+91.5% | $5,982+119.0% |
| Admin fee / account holder | $26,822 | $10,807+148.2% | $9,309+188.1% | $11,246+138.5% |