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 | $275,338 | $169,032+62.9% | $129,207+113.1% | $145,922+88.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.55% | 14330.11%-14319.6pp | 9417.33%-9406.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $12,240 | $5,537+121.1% | $4,153+194.7% | $4,660+162.7% |
| Participant deferral / active EE | $6,579 | $4,987+31.9% | $4,168+57.9% | $6,688-1.6% |
| Admin fee / account holder | $2,305 | $9,954-76.8% | $7,715-70.1% | $13,397-82.8% |