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 | $291,624 | $100,852+189.2% | $90,404+222.6% | $158,922+83.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.53% | 1724.20%-1701.7pp | 1293.02%-1270.5pp | 302.83%-280.3pp |
| Employer contribution / active EE | $17,570 | $3,689+376.3% | $3,262+438.6% | $4,761+269.0% |
| Participant deferral / active EE | $8,785 | $4,348+102.1% | $3,963+121.7% | $5,982+46.9% |
| Admin fee / account holder | $3,013 | $6,501-53.7% | $5,611-46.3% | $11,246-73.2% |