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 3-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 | $377,262 | $88,710+325.3% | $81,783+361.3% | $145,959+158.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.48% | 1027.26%-1007.8pp | 775.05%-755.6pp | 561.95%-542.5pp |
| Employer contribution / active EE | $5,477 | $3,083+77.6% | $2,913+88.1% | $4,661+17.5% |
| Participant deferral / active EE | $13,130 | $4,645+182.7% | $4,320+203.9% | $6,689+96.3% |
| Admin fee / account holder | $29,453 | $8,407+250.3% | $7,380+299.1% | $13,398+119.8% |