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 | $338,531 | $102,604+229.9% | $86,188+292.8% | $139,434+142.8% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 13.70% | 1922.51%-1908.8pp | 1168.45%-1154.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $12,053 | $3,032+297.5% | $2,380+406.4% | $4,751+153.7% |
| Participant deferral / active EE | $7,108 | $4,676+52.0% | $3,985+78.4% | $6,710+5.9% |
| Admin fee / account holder | $54,041 | $8,657+524.3% | $6,852+688.7% | $11,403+373.9% |