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 | $288,834 | $68,097+324.1% | $62,929+359.0% | $137,256+110.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.08% | 1859.11%-1844.0pp | 1063.93%-1048.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $13,327 | $2,811+374.1% | $2,505+432.1% | $4,156+220.7% |
| Participant deferral / active EE | $18,187 | $4,553+299.5% | $3,888+367.8% | $6,407+183.9% |
| Admin fee / account holder | $4,901 | $6,521-24.9% | $5,065-3.2% | $12,270-60.1% |