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 | $472,121 | $185,200+154.9% | $142,863+230.5% | $167,490+181.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 15.86% | 8555.70%-8539.8pp | 5637.54%-5621.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $26,940 | $5,604+380.7% | $4,144+550.2% | $4,837+456.9% |
| Participant deferral / active EE | $17,667 | $4,494+293.1% | $3,837+360.4% | $6,341+178.6% |
| Admin fee / account holder | $1,310 | $8,031-83.7% | $6,560-80.0% | $12,309-89.4% |