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 | $353,435 | $183,963+92.1% | $162,163+117.9% | $152,861+131.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.18% | 150.76%-132.6pp | 115.59%-97.4pp | 345.32%-327.1pp |
| Employer contribution / active EE | $8,125 | $6,371+27.5% | $5,614+44.7% | $4,762+70.6% |
| Participant deferral / active EE | $8,570 | $8,034+6.7% | $7,298+17.4% | $5,850+46.5% |
| Admin fee / account holder | $8,471 | $13,121-35.4% | $10,843-21.9% | $11,596-26.9% |