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 | $419,308 | $183,963+127.9% | $162,163+158.6% | $152,861+174.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.93% | 150.76%-123.8pp | 115.59%-88.7pp | 345.32%-318.4pp |
| Employer contribution / active EE | $15,657 | $6,371+145.8% | $5,614+178.9% | $4,762+228.8% |
| Participant deferral / active EE | $12,994 | $8,034+61.7% | $7,298+78.0% | $5,850+122.1% |
| Admin fee / account holder | $2,444 | $13,121-81.4% | $10,843-77.5% | $11,596-78.9% |