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 | $381,717 | $100,852+278.5% | $90,404+322.2% | $158,922+140.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.36% | 1724.20%-1712.8pp | 1293.02%-1281.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $7,525 | $3,689+104.0% | $3,262+130.7% | $4,761+58.1% |
| Participant deferral / active EE | $10,687 | $4,348+145.8% | $3,963+169.6% | $5,982+78.6% |
| Admin fee / account holder | $967 | $6,501-85.1% | $5,611-82.8% | $11,246-91.4% |