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 | $331,269 | $102,604+222.9% | $86,188+284.4% | $139,434+137.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.50% | 1922.51%-1906.0pp | 1168.45%-1152.0pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,413 | $3,032+12.6% | $2,380+43.4% | $4,751-28.2% |
| Participant deferral / active EE | $25,000 | $4,676+434.7% | $3,985+527.3% | $6,710+272.6% |
| Admin fee / account holder | $4,066 | $8,657-53.0% | $6,852-40.7% | $11,403-64.3% |