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 | $325,237 | $165,335+96.7% | $149,696+117.3% | $158,922+104.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.53% | 348.15%-339.6pp | 276.60%-268.1pp | 302.83%-294.3pp |
| Employer contribution / active EE | $5,596 | $5,103+9.7% | $4,644+20.5% | $4,761+17.5% |
| Participant deferral / active EE | $10,351 | $7,181+44.1% | $6,842+51.3% | $5,982+73.0% |
| Admin fee / account holder | $101,394 | $10,807+838.3% | $9,309+989.2% | $11,246+801.6% |