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 | $342,292 | $183,963+86.1% | $162,163+111.1% | $152,861+123.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 71.11% | 150.76%-79.7pp | 115.59%-44.5pp | 345.32%-274.2pp |
| Employer contribution / active EE | $5,267 | $6,371-17.3% | $5,614-6.2% | $4,762+10.6% |
| Participant deferral / active EE | $12,700 | $8,034+58.1% | $7,298+74.0% | $5,850+117.1% |
| Admin fee / account holder | $59,628 | $13,121+354.4% | $10,843+449.9% | $11,596+414.2% |