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 | $355,743 | $183,963+93.4% | $162,163+119.4% | $152,861+132.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.84% | 150.76%-125.9pp | 115.59%-90.8pp | 345.32%-320.5pp |
| Employer contribution / active EE | $18,655 | $6,371+192.8% | $5,614+232.3% | $4,762+291.7% |
| Participant deferral / active EE | $16,225 | $8,034+102.0% | $7,298+122.3% | $5,850+177.3% |
| Admin fee / account holder | $1,519 | $13,121-88.4% | $10,843-86.0% | $11,596-86.9% |