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 | $300,513 | $197,591+52.1% | $177,821+69.0% | $158,922+89.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 373.72% | 58.76%+315.0pp | 48.32%+325.4pp | 302.83%+70.9pp |
| Employer contribution / active EE | $4,154 | $6,697-38.0% | $5,918-29.8% | $4,761-12.8% |
| Participant deferral / active EE | $16,546 | $8,405+96.9% | $7,714+114.5% | $5,982+176.6% |
| Admin fee / account holder | $2,990 | $15,399-80.6% | $12,427-75.9% | $11,246-73.4% |