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 | $275,825 | $100,852+173.5% | $90,404+205.1% | $158,922+73.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 33.98% | 1724.20%-1690.2pp | 1293.02%-1259.0pp | 302.83%-268.8pp |
| Employer contribution / active EE | $9,723 | $3,689+163.6% | $3,262+198.1% | $4,761+104.2% |
| Participant deferral / active EE | $9,723 | $4,348+123.6% | $3,963+145.3% | $5,982+62.5% |
| Admin fee / account holder | $936 | $6,501-85.6% | $5,611-83.3% | $11,246-91.7% |