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 | $259,471 | $102,604+152.9% | $86,188+201.1% | $139,434+86.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.07% | 1922.51%-1906.4pp | 1168.45%-1152.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $8,267 | $3,032+172.6% | $2,380+247.3% | $4,751+74.0% |
| Participant deferral / active EE | $10,283 | $4,676+119.9% | $3,985+158.0% | $6,710+53.2% |
| Admin fee / account holder | $27,798 | $8,657+221.1% | $6,852+305.7% | $11,403+143.8% |