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 | $321,669 | $100,852+219.0% | $90,404+255.8% | $158,922+102.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.05% | 1724.20%-1708.2pp | 1293.02%-1277.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $12,251 | $3,689+232.1% | $3,262+275.6% | $4,761+157.3% |
| Participant deferral / active EE | $13,430 | $4,348+208.9% | $3,963+238.9% | $5,982+124.5% |
| Admin fee / account holder | $20,475 | $6,501+215.0% | $5,611+264.9% | $11,246+82.1% |