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 | $270,323 | $138,044+95.8% | $125,339+115.7% | $134,475+101.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 10.51% | 750.33%-739.8pp | 572.05%-561.5pp | 417.96%-407.5pp |
| Employer contribution / active EE | $10,965 | $5,243+109.1% | $4,814+127.8% | $4,740+131.3% |
| Participant deferral / active EE | $3,487 | $7,799-55.3% | $7,446-53.2% | $6,400-45.5% |
| Admin fee / account holder | $2,747 | $11,571-76.3% | $10,010-72.6% | $11,426-76.0% |