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 | $447,000 | $100,852+343.2% | $90,404+394.4% | $158,922+181.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.16% | 1724.20%-1707.0pp | 1293.02%-1275.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $19,794 | $3,689+436.6% | $3,262+506.8% | $4,761+315.7% |
| Participant deferral / active EE | $11,382 | $4,348+161.8% | $3,963+187.2% | $5,982+90.3% |
| Admin fee / account holder | $2,317 | $6,501-64.4% | $5,611-58.7% | $11,246-79.4% |