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 | $320,183 | $165,335+93.7% | $149,696+113.9% | $158,922+101.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.72% | 348.15%-338.4pp | 276.60%-266.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $11,940 | $5,103+134.0% | $4,644+157.1% | $4,761+150.8% |
| Participant deferral / active EE | $8,500 | $7,181+18.4% | $6,842+24.2% | $5,982+42.1% |
| Admin fee / account holder | $69,823 | $10,807+546.1% | $9,309+650.1% | $11,246+520.9% |