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 | $513,972 | $152,509+237.0% | $117,472+337.5% | $134,475+282.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 235.03% | 52.99%+182.0pp | 29.74%+205.3pp | 417.96%-182.9pp |
| Employer contribution / active EE | $24,769 | $5,571+344.6% | $4,176+493.1% | $4,740+422.6% |
| Participant deferral / active EE | $4,313 | $4,818-10.5% | $4,070+6.0% | $6,400-32.6% |
| Admin fee / account holder | $119,420 | $7,004+1605.1% | $5,645+2015.6% | $11,426+945.2% |