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 | $528,965 | $198,466+166.5% | $170,442+210.3% | $147,584+258.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.15% | 257.29%-246.1pp | 205.93%-194.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $15,954 | $6,184+158.0% | $5,433+193.7% | $4,876+227.2% |
| Participant deferral / active EE | $9,297 | $5,629+65.1% | $4,939+88.2% | $5,439+70.9% |
| Admin fee / account holder | $959 | $16,852-94.3% | $13,880-93.1% | $10,885-91.2% |