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 | $251,420 | $76,738+227.6% | $56,411+345.7% | $145,922+72.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.60% | 2994.23%-2980.6pp | 1701.33%-1687.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,031 | $1,380+119.7% | $1,039+191.8% | $4,660-34.9% |
| Participant deferral / active EE | $13,485 | $2,623+414.2% | $1,952+590.9% | $6,688+101.6% |
| Admin fee / account holder | $1,733 | $3,334-48.0% | $2,829-38.7% | $13,397-87.1% |