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 | $373,545 | $202,432+84.5% | $169,368+120.6% | $139,434+167.9% |
| Participation rate | 94.1% | 81.1%+13.0pp | 77.1%+17.0pp | 80.3%+13.8pp |
| Annual return | 120.73% | 531.74%-411.0pp | 405.60%-284.9pp | 372.94%-252.2pp |
| Employer contribution / active EE | $5,081 | $4,692+8.3% | $4,013+26.6% | $4,751+7.0% |
| Participant deferral / active EE | $6,469 | $6,938-6.8% | $6,221+4.0% | $6,710-3.6% |
| Admin fee / account holder | $16,396 | $10,708+53.1% | $9,003+82.1% | $11,403+43.8% |