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 | $318,068 | $183,963+72.9% | $162,163+96.1% | $152,861+108.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.41% | 150.76%-127.4pp | 115.59%-92.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,702 | $6,371-41.9% | $5,614-34.1% | $4,762-22.3% |
| Participant deferral / active EE | $11,551 | $8,034+43.8% | $7,298+58.3% | $5,850+97.5% |
| Admin fee / account holder | $30,183 | $13,121+130.0% | $10,843+178.4% | $11,596+160.3% |