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 | $510,617 | $138,044+269.9% | $125,339+307.4% | $134,475+279.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 6.24% | 750.33%-744.1pp | 572.05%-565.8pp | 417.96%-411.7pp |
| Employer contribution / active EE | $7,667 | $5,243+46.2% | $4,814+59.3% | $4,740+61.8% |
| Participant deferral / active EE | $12,517 | $7,799+60.5% | $7,446+68.1% | $6,400+95.6% |
| Admin fee / account holder | $24,895 | $11,571+115.1% | $10,010+148.7% | $11,426+117.9% |