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 | $291,050 | $102,604+183.7% | $86,188+237.7% | $139,434+108.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.55% | 1922.51%-1908.0pp | 1168.45%-1153.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $4,826 | $3,032+59.1% | $2,380+102.8% | $4,751+1.6% |
| Participant deferral / active EE | $6,648 | $4,676+42.2% | $3,985+66.8% | $6,710-0.9% |
| Admin fee / account holder | $6,824 | $8,657-21.2% | $6,852-0.4% | $11,403-40.2% |