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 | $385,524 | $180,449+113.6% | $154,107+150.2% | $135,375+184.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.91% | 888.09%-881.2pp | 735.12%-728.2pp | 519.73%-512.8pp |
| Employer contribution / active EE | $16,256 | $6,035+169.4% | $5,298+206.9% | $4,779+240.2% |
| Participant deferral / active EE | $14,389 | $5,806+147.8% | $5,081+183.2% | $5,609+156.5% |
| Admin fee / account holder | $28,701 | $16,143+77.8% | $13,411+114.0% | $10,827+165.1% |