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 | $356,862 | $210,648+69.4% | $177,989+100.5% | $145,922+144.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.45% | 385.86%-370.4pp | 294.48%-279.0pp | 561.29%-545.8pp |
| Employer contribution / active EE | $11,315 | $4,565+147.9% | $3,949+186.6% | $4,660+142.8% |
| Participant deferral / active EE | $6,881 | $6,958-1.1% | $6,276+9.6% | $6,688+2.9% |
| Admin fee / account holder | $12,083 | $12,013+0.6% | $10,363+16.6% | $13,397-9.8% |