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 | $323,442 | $183,963+75.8% | $162,163+99.5% | $152,861+111.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.20% | 150.76%-130.6pp | 115.59%-95.4pp | 345.32%-325.1pp |
| Employer contribution / active EE | $18,533 | $6,371+190.9% | $5,614+230.1% | $4,762+289.2% |
| Participant deferral / active EE | $7,920 | $8,034-1.4% | $7,298+8.5% | $5,850+35.4% |
| Admin fee / account holder | $5,031 | $13,121-61.7% | $10,843-53.6% | $11,596-56.6% |