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 | $419,319 | $102,604+308.7% | $86,188+386.5% | $139,434+200.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.58% | 1922.51%-1912.9pp | 1168.45%-1158.9pp | 372.94%-363.4pp |
| Employer contribution / active EE | $8,725 | $3,032+187.7% | $2,380+266.6% | $4,751+83.7% |
| Participant deferral / active EE | $16,832 | $4,676+260.0% | $3,985+322.3% | $6,710+150.8% |
| Admin fee / account holder | $2,283 | $8,657-73.6% | $6,852-66.7% | $11,403-80.0% |