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 | $419,091 | $100,852+315.5% | $90,404+363.6% | $158,922+163.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.67% | 1724.20%-1712.5pp | 1293.02%-1281.3pp | 302.83%-291.2pp |
| Employer contribution / active EE | $9,744 | $3,689+164.2% | $3,262+198.7% | $4,761+104.7% |
| Participant deferral / active EE | $4,308 | $4,348-0.9% | $3,963+8.7% | $5,982-28.0% |
| Admin fee / account holder | $18,942 | $6,501+191.4% | $5,611+237.6% | $11,246+68.4% |