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 | $272,973 | $185,200+47.4% | $142,863+91.1% | $167,490+63.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 22.89% | 8555.70%-8532.8pp | 5637.54%-5614.7pp | 478.56%-455.7pp |
| Employer contribution / active EE | $11,707 | $5,604+108.9% | $4,144+182.5% | $4,837+142.0% |
| Participant deferral / active EE | $9,348 | $4,494+108.0% | $3,837+143.6% | $6,341+47.4% |
| Admin fee / account holder | $3,782 | $8,031-52.9% | $6,560-42.4% | $12,309-69.3% |