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 | $408,416 | $156,846+160.4% | $121,098+237.3% | $139,434+192.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 32.18% | 1474.56%-1442.4pp | 985.75%-953.6pp | 372.94%-340.8pp |
| Employer contribution / active EE | $1,165 | $5,536-79.0% | $4,164-72.0% | $4,751-75.5% |
| Participant deferral / active EE | $25,850 | $4,844+433.6% | $4,080+533.6% | $6,710+285.2% |
| Admin fee / account holder | $21,997 | $6,946+216.7% | $5,644+289.7% | $11,403+92.9% |