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 | $256,070 | $183,963+39.2% | $162,163+57.9% | $152,861+67.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.45% | 150.76%-135.3pp | 115.59%-100.1pp | 345.32%-329.9pp |
| Employer contribution / active EE | $14,070 | $6,371+120.8% | $5,614+150.6% | $4,762+195.4% |
| Participant deferral / active EE | $9,665 | $8,034+20.3% | $7,298+32.4% | $5,850+65.2% |
| Admin fee / account holder | $486 | $13,121-96.3% | $10,843-95.5% | $11,596-95.8% |