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 | $335,450 | $160,055+109.6% | $140,016+139.6% | $135,375+147.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.09% | 911.38%-907.3pp | 651.12%-647.0pp | 519.73%-515.6pp |
| Employer contribution / active EE | $5,313 | $6,420-17.3% | $5,606-5.2% | $4,779+11.2% |
| Participant deferral / active EE | $14,797 | $7,642+93.6% | $6,927+113.6% | $5,609+163.8% |
| Admin fee / account holder | $900 | $13,328-93.2% | $10,705-91.6% | $10,827-91.7% |