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 | $260,677 | $100,852+158.5% | $90,404+188.3% | $158,922+64.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.07% | 1724.20%-1705.1pp | 1293.02%-1273.9pp | 302.83%-283.8pp |
| Employer contribution / active EE | $14,344 | $3,689+288.9% | $3,262+339.7% | $4,761+201.3% |
| Participant deferral / active EE | $12,359 | $4,348+184.3% | $3,963+211.8% | $5,982+106.6% |
| Admin fee / account holder | $2,696 | $6,501-58.5% | $5,611-52.0% | $11,246-76.0% |