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 | $787,455 | $183,963+328.1% | $162,163+385.6% | $152,861+415.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.90% | 150.76%-125.9pp | 115.59%-90.7pp | 345.32%-320.4pp |
| Employer contribution / active EE | $15,895 | $6,371+149.5% | $5,614+183.1% | $4,762+233.8% |
| Participant deferral / active EE | $13,700 | $8,034+70.5% | $7,298+87.7% | $5,850+134.2% |
| Admin fee / account holder | $8,411 | $13,121-35.9% | $10,843-22.4% | $11,596-27.5% |