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 | $361,782 | $100,852+258.7% | $90,404+300.2% | $158,922+127.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.04% | 1724.20%-1707.2pp | 1293.02%-1276.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $13,634 | $3,689+269.6% | $3,262+318.0% | $4,761+186.3% |
| Participant deferral / active EE | $5,000 | $4,348+15.0% | $3,963+26.2% | $5,982-16.4% |
| Admin fee / account holder | $2,161 | $6,501-66.8% | $5,611-61.5% | $11,246-80.8% |