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 | $317,223 | $102,604+209.2% | $86,188+268.1% | $139,434+127.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.23% | 1922.51%-1909.3pp | 1168.45%-1155.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $16,133 | $3,032+432.0% | $2,380+577.8% | $4,751+239.6% |
| Participant deferral / active EE | $21,195 | $4,676+353.3% | $3,985+431.8% | $6,710+215.9% |
| Admin fee / account holder | $8,639 | $8,657-0.2% | $6,852+26.1% | $11,403-24.2% |