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 | $548,551 | $109,817+399.5% | $98,442+457.2% | $167,490+227.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 24.03% | 1956.69%-1932.7pp | 1492.73%-1468.7pp | 478.56%-454.5pp |
| Employer contribution / active EE | $7,737 | $3,224+140.0% | $2,960+161.4% | $4,837+59.9% |
| Participant deferral / active EE | $16,536 | $4,673+253.8% | $4,276+286.7% | $6,341+160.8% |
| Admin fee / account holder | $1,564 | $6,753-76.8% | $5,949-73.7% | $12,309-87.3% |