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 | $440,615 | $109,817+301.2% | $98,442+347.6% | $167,490+163.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.01% | 1956.69%-1940.7pp | 1492.73%-1476.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $12,299 | $3,224+281.5% | $2,960+315.5% | $4,837+154.2% |
| Participant deferral / active EE | $11,616 | $4,673+148.6% | $4,276+171.6% | $6,341+83.2% |
| Admin fee / account holder | $3,535 | $6,753-47.6% | $5,949-40.6% | $12,309-71.3% |