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 | $298,119 | $160,055+86.3% | $140,016+112.9% | $135,375+120.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.77% | 911.38%-908.6pp | 651.12%-648.4pp | 519.73%-517.0pp |
| Employer contribution / active EE | $21,607 | $6,420+236.5% | $5,606+285.4% | $4,779+352.1% |
| Participant deferral / active EE | $16,875 | $7,642+120.8% | $6,927+143.6% | $5,609+200.9% |
| Admin fee / account holder | $3,074 | $13,328-76.9% | $10,705-71.3% | $10,827-71.6% |