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 | $426,619 | $100,852+323.0% | $90,404+371.9% | $158,922+168.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.97% | 1724.20%-1718.2pp | 1293.02%-1287.0pp | 302.83%-296.9pp |
| Employer contribution / active EE | $7,537 | $3,689+104.3% | $3,262+131.0% | $4,761+58.3% |
| Participant deferral / active EE | $16,889 | $4,348+288.4% | $3,963+326.1% | $5,982+182.3% |
| Admin fee / account holder | $1,790 | $6,501-72.5% | $5,611-68.1% | $11,246-84.1% |