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 | $288,612 | $100,852+186.2% | $90,404+219.2% | $158,922+81.6% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 10.51% | 1724.20%-1713.7pp | 1293.02%-1282.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $12,700 | $3,689+244.3% | $3,262+289.3% | $4,761+166.7% |
| Participant deferral / active EE | $12,869 | $4,348+196.0% | $3,963+224.7% | $5,982+115.1% |
| Admin fee / account holder | $85,853 | $6,501+1220.6% | $5,611+1430.1% | $11,246+663.4% |