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 | $289,359 | $144,119+100.8% | $117,854+145.5% | $147,584+96.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.09% | 531.15%-515.1pp | 335.08%-319.0pp | 578.55%-562.5pp |
| Employer contribution / active EE | $11,957 | $4,896+144.2% | $3,786+215.8% | $4,876+145.2% |
| Participant deferral / active EE | $5,209 | $5,316-2.0% | $4,482+16.2% | $5,439-4.2% |
| Admin fee / account holder | $7,028 | $10,886-35.4% | $8,020-12.4% | $10,885-35.4% |