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 | $260,970 | $100,852+158.8% | $90,404+188.7% | $158,922+64.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.94% | 1724.20%-1700.3pp | 1293.02%-1269.1pp | 302.83%-278.9pp |
| Employer contribution / active EE | $2,173 | $3,689-41.1% | $3,262-33.4% | $4,761-54.4% |
| Participant deferral / active EE | $8,280 | $4,348+90.4% | $3,963+108.9% | $5,982+38.4% |
| Admin fee / account holder | $1,428 | $6,501-78.0% | $5,611-74.6% | $11,246-87.3% |