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 | $277,216 | $100,852+174.9% | $90,404+206.6% | $158,922+74.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.71% | 1724.20%-1707.5pp | 1293.02%-1276.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $12,188 | $3,689+230.4% | $3,262+273.6% | $4,761+156.0% |
| Participant deferral / active EE | $12,231 | $4,348+181.3% | $3,963+208.6% | $5,982+104.5% |
| Admin fee / account holder | $38,035 | $6,501+485.1% | $5,611+577.9% | $11,246+238.2% |