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 | $323,453 | $169,032+91.4% | $129,207+150.3% | $145,922+121.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.08% | 14330.11%-14308.0pp | 9417.33%-9395.2pp | 561.29%-539.2pp |
| Employer contribution / active EE | $9,264 | $5,537+67.3% | $4,153+123.0% | $4,660+98.8% |
| Participant deferral / active EE | $8,285 | $4,987+66.1% | $4,168+98.8% | $6,688+23.9% |
| Admin fee / account holder | $1,860 | $9,954-81.3% | $7,715-75.9% | $13,397-86.1% |