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 | $333,781 | $214,378+55.7% | $200,582+66.4% | $142,382+134.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 116.05% | 46.41%+69.6pp | 42.33%+73.7pp | 217.08%-101.0pp |
| Employer contribution / active EE | $11,623 | $6,841+69.9% | $6,419+81.1% | $4,299+170.4% |
| Participant deferral / active EE | $13,651 | $9,865+38.4% | $9,331+46.3% | $6,507+109.8% |
| Admin fee / account holder | $321,623 | $17,692+1717.9% | $16,305+1872.6% | $12,624+2447.8% |