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 | $431,757 | $169,032+155.4% | $129,207+234.2% | $145,922+195.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.86% | 14330.11%-14314.3pp | 9417.33%-9401.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $7,258 | $5,537+31.1% | $4,153+74.8% | $4,660+55.8% |
| Participant deferral / active EE | $14,517 | $4,987+191.1% | $4,168+248.3% | $6,688+117.1% |
| Admin fee / account holder | $34,773 | $9,954+249.3% | $7,715+350.7% | $13,397+159.6% |