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 | $429,272 | $183,963+133.3% | $162,163+164.7% | $152,861+180.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.11% | 150.76%-129.7pp | 115.59%-94.5pp | 345.32%-324.2pp |
| Employer contribution / active EE | $27,490 | $6,371+331.5% | $5,614+389.7% | $4,762+477.2% |
| Participant deferral / active EE | $19,394 | $8,034+141.4% | $7,298+165.7% | $5,850+231.5% |
| Admin fee / account holder | $39,291 | $13,121+199.4% | $10,843+262.4% | $11,596+238.8% |