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 | $301,214 | $138,044+118.2% | $125,339+140.3% | $134,475+124.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.93% | 750.33%-747.4pp | 572.05%-569.1pp | 417.96%-415.0pp |
| Employer contribution / active EE | $17,898 | $5,243+241.4% | $4,814+271.8% | $4,740+277.6% |
| Participant deferral / active EE | $12,560 | $7,799+61.1% | $7,446+68.7% | $6,400+96.3% |
| Admin fee / account holder | $1,441 | $11,571-87.5% | $10,010-85.6% | $11,426-87.4% |