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 | $657,228 | $102,604+540.6% | $86,188+662.6% | $139,434+371.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.72% | 1922.51%-1901.8pp | 1168.45%-1147.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $8,592 | $3,032+183.3% | $2,380+261.0% | $4,751+80.9% |
| Participant deferral / active EE | $10,432 | $4,676+123.1% | $3,985+161.8% | $6,710+55.5% |
| Admin fee / account holder | $3,627 | $8,657-58.1% | $6,852-47.1% | $11,403-68.2% |