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 | $438,269 | $68,097+543.6% | $62,929+596.5% | $137,256+219.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.49% | 1859.11%-1839.6pp | 1063.93%-1044.4pp | 220.34%-200.8pp |
| Employer contribution / active EE | $18,080 | $2,811+543.2% | $2,505+621.9% | $4,156+335.0% |
| Participant deferral / active EE | $16,907 | $4,553+271.4% | $3,888+334.8% | $6,407+163.9% |
| Admin fee / account holder | $9,171 | $6,521+40.6% | $5,065+81.1% | $12,270-25.3% |