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 | $517,926 | $169,161+206.2% | $129,295+300.6% | $145,959+254.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.11% | 14348.07%-14332.0pp | 9429.28%-9413.2pp | 561.95%-545.8pp |
| Employer contribution / active EE | $20,000 | $5,543+260.8% | $4,157+381.1% | $4,661+329.1% |
| Participant deferral / active EE | $11,250 | $4,989+125.5% | $4,169+169.8% | $6,689+68.2% |
| Admin fee / account holder | $1,314 | $9,878-86.7% | $7,665-82.9% | $13,398-90.2% |