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 | $269,032 | $183,963+46.2% | $162,163+65.9% | $152,861+76.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.81% | 150.76%-126.9pp | 115.59%-91.8pp | 345.32%-321.5pp |
| Employer contribution / active EE | $6,804 | $6,371+6.8% | $5,614+21.2% | $4,762+42.9% |
| Participant deferral / active EE | $11,572 | $8,034+44.0% | $7,298+58.6% | $5,850+97.8% |
| Admin fee / account holder | $4,785 | $13,121-63.5% | $10,843-55.9% | $11,596-58.7% |