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 | $317,412 | $169,161+87.6% | $129,295+145.5% | $145,959+117.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.65% | 14348.07%-14333.4pp | 9429.28%-9414.6pp | 561.95%-547.3pp |
| Employer contribution / active EE | $19,765 | $5,543+256.6% | $4,157+375.5% | $4,661+324.1% |
| Participant deferral / active EE | $9,740 | $4,989+95.2% | $4,169+133.6% | $6,689+45.6% |
| Admin fee / account holder | $7,801 | $9,878-21.0% | $7,665+1.8% | $13,398-41.8% |