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 | $283,125 | $109,982+157.4% | $97,226+191.2% | $145,922+94.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.42% | 242.90%-233.5pp | 75.13%-65.7pp | 561.29%-551.9pp |
| Employer contribution / active EE | $5,701 | $3,084+84.9% | $2,729+108.9% | $4,660+22.4% |
| Participant deferral / active EE | $9,861 | $4,676+110.9% | $4,264+131.3% | $6,688+47.5% |
| Admin fee / account holder | $21,532 | $6,221+246.1% | $5,654+280.9% | $13,397+60.7% |