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 | $461,817 | $185,200+149.4% | $142,863+223.3% | $167,490+175.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.99% | 8555.70%-8540.7pp | 5637.54%-5622.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,968 | $5,604-47.0% | $4,144-28.4% | $4,837-38.7% |
| Participant deferral / active EE | $2,923 | $4,494-35.0% | $3,837-23.8% | $6,341-53.9% |
| Admin fee / account holder | $28,986 | $8,031+260.9% | $6,560+341.8% | $12,309+135.5% |