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 | $491,970 | $180,449+172.6% | $154,107+219.2% | $135,375+263.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 4.39% | 888.09%-883.7pp | 735.12%-730.7pp | 519.73%-515.3pp |
| Employer contribution / active EE | $22,695 | $6,035+276.1% | $5,298+328.4% | $4,779+374.9% |
| Participant deferral / active EE | $11,461 | $5,806+97.4% | $5,081+125.6% | $5,609+104.3% |
| Admin fee / account holder | $80,047 | $16,143+395.9% | $13,411+496.9% | $10,827+639.3% |