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 | $272,430 | $102,604+165.5% | $86,188+216.1% | $139,434+95.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 34.34% | 1922.51%-1888.2pp | 1168.45%-1134.1pp | 372.94%-338.6pp |
| Employer contribution / active EE | $13,869 | $3,032+357.3% | $2,380+482.7% | $4,751+191.9% |
| Participant deferral / active EE | $13,824 | $4,676+195.7% | $3,985+246.9% | $6,710+106.0% |
| Admin fee / account holder | $3,577 | $8,657-58.7% | $6,852-47.8% | $11,403-68.6% |