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 | $487,187 | $109,817+343.6% | $98,442+394.9% | $167,490+190.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.67% | 1956.69%-1940.0pp | 1492.73%-1476.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $12,032 | $3,224+273.2% | $2,960+306.5% | $4,837+148.7% |
| Participant deferral / active EE | $11,060 | $4,673+136.7% | $4,276+158.6% | $6,341+74.4% |
| Admin fee / account holder | $16,366 | $6,753+142.4% | $5,949+175.1% | $12,309+33.0% |