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 | $903,707 | $100,852+796.1% | $90,404+899.6% | $158,922+468.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.49% | 1724.20%-1708.7pp | 1293.02%-1277.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $11,335 | $3,689+207.3% | $3,262+247.5% | $4,761+138.1% |
| Participant deferral / active EE | $17,886 | $4,348+311.4% | $3,963+351.3% | $5,982+199.0% |
| Admin fee / account holder | $51,009 | $6,501+684.6% | $5,611+809.1% | $11,246+353.6% |