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 | $479,953 | $169,032+183.9% | $129,207+271.5% | $145,922+228.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.68% | 14330.11%-14320.4pp | 9417.33%-9407.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $792 | $5,537-85.7% | $4,153-80.9% | $4,660-83.0% |
| Participant deferral / active EE | $15,556 | $4,987+211.9% | $4,168+273.3% | $6,688+132.6% |
| Admin fee / account holder | $8,674 | $9,954-12.9% | $7,715+12.4% | $13,397-35.3% |