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 9-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 | $268,592 | $102,604+161.8% | $86,188+211.6% | $139,434+92.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.30% | 1922.51%-1913.2pp | 1168.45%-1159.1pp | 372.94%-363.6pp |
| Employer contribution / active EE | $17,195 | $3,032+467.0% | $2,380+622.4% | $4,751+261.9% |
| Participant deferral / active EE | $10,411 | $4,676+122.7% | $3,985+161.2% | $6,710+55.2% |
| Admin fee / account holder | $17,153 | $8,657+98.1% | $6,852+150.3% | $11,403+50.4% |