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 | $314,939 | $180,449+74.5% | $154,107+104.4% | $135,375+132.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 13.17% | 888.09%-874.9pp | 735.12%-721.9pp | 519.73%-506.6pp |
| Employer contribution / active EE | $11,444 | $6,035+89.6% | $5,298+116.0% | $4,779+139.5% |
| Participant deferral / active EE | $6,700 | $5,806+15.4% | $5,081+31.9% | $5,609+19.5% |
| Admin fee / account holder | $26,756 | $16,143+65.7% | $13,411+99.5% | $10,827+147.1% |