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 | $383,452 | $102,604+273.7% | $86,188+344.9% | $139,434+175.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.34% | 1922.51%-1907.2pp | 1168.45%-1153.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,070 | $3,032+1.2% | $2,380+29.0% | $4,751-35.4% |
| Participant deferral / active EE | $6,398 | $4,676+36.8% | $3,985+60.5% | $6,710-4.7% |
| Admin fee / account holder | $28,545 | $8,657+229.8% | $6,852+316.6% | $11,403+150.3% |