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 | $560,141 | $176,056+218.2% | $159,436+251.3% | $167,490+234.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.27% | 331.75%-314.5pp | 263.57%-246.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $9,975 | $5,297+88.3% | $4,829+106.5% | $4,837+106.2% |
| Participant deferral / active EE | $6,092 | $7,750-21.4% | $7,352-17.1% | $6,341-3.9% |
| Admin fee / account holder | $8,212 | $12,554-34.6% | $10,799-24.0% | $12,309-33.3% |