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 | $347,225 | $100,852+244.3% | $90,404+284.1% | $158,922+118.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.33% | 1724.20%-1703.9pp | 1293.02%-1272.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $11,764 | $3,689+218.9% | $3,262+260.6% | $4,761+147.1% |
| Participant deferral / active EE | $10,034 | $4,348+130.8% | $3,963+153.2% | $5,982+67.7% |
| Admin fee / account holder | $9,604 | $6,501+47.7% | $5,611+71.2% | $11,246-14.6% |