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 | $392,011 | $102,604+282.1% | $86,188+354.8% | $139,434+181.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.78% | 1922.51%-1904.7pp | 1168.45%-1150.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $9,013 | $3,032+197.2% | $2,380+278.7% | $4,751+89.7% |
| Participant deferral / active EE | $14,689 | $4,676+214.2% | $3,985+268.6% | $6,710+118.9% |
| Admin fee / account holder | $3,141 | $8,657-63.7% | $6,852-54.2% | $11,403-72.4% |