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 | $444,157 | $100,852+340.4% | $90,404+391.3% | $158,922+179.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.65% | 1724.20%-1702.6pp | 1293.02%-1271.4pp | 302.83%-281.2pp |
| Employer contribution / active EE | $7,762 | $3,689+110.4% | $3,262+138.0% | $4,761+63.0% |
| Participant deferral / active EE | $15,175 | $4,348+249.0% | $3,963+282.9% | $5,982+153.7% |
| Admin fee / account holder | $2,433 | $6,501-62.6% | $5,611-56.6% | $11,246-78.4% |