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 | $312,035 | $183,963+69.6% | $162,163+92.4% | $152,861+104.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.53% | 150.76%-135.2pp | 115.59%-100.1pp | 345.32%-329.8pp |
| Employer contribution / active EE | $8,472 | $6,371+33.0% | $5,614+50.9% | $4,762+77.9% |
| Participant deferral / active EE | $9,011 | $8,034+12.2% | $7,298+23.5% | $5,850+54.0% |
| Admin fee / account holder | $82,967 | $13,121+532.3% | $10,843+665.2% | $11,596+615.5% |