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 | $352,546 | $165,335+113.2% | $149,696+135.5% | $158,922+121.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.30% | 348.15%-336.8pp | 276.60%-265.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $3,750 | $5,103-26.5% | $4,644-19.3% | $4,761-21.2% |
| Participant deferral / active EE | $13,853 | $7,181+92.9% | $6,842+102.5% | $5,982+131.6% |
| Admin fee / account holder | $14,028 | $10,807+29.8% | $9,309+50.7% | $11,246+24.7% |