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 | $303,666 | $160,055+89.7% | $140,016+116.9% | $135,375+124.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 5.86% | 911.38%-905.5pp | 651.12%-645.3pp | 519.73%-513.9pp |
| Employer contribution / active EE | $3,158 | $6,420-50.8% | $5,606-43.7% | $4,779-33.9% |
| Participant deferral / active EE | $6,336 | $7,642-17.1% | $6,927-8.5% | $5,609+13.0% |
| Admin fee / account holder | $5,234 | $13,328-60.7% | $10,705-51.1% | $10,827-51.7% |