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 | $823,940 | $109,982+649.2% | $97,226+747.4% | $145,922+464.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 49.80% | 242.90%-193.1pp | 75.13%-25.3pp | 561.29%-511.5pp |
| Employer contribution / active EE | $16,407 | $3,084+432.0% | $2,729+501.3% | $4,660+252.1% |
| Participant deferral / active EE | $12,988 | $4,676+177.8% | $4,264+204.6% | $6,688+94.2% |
| Admin fee / account holder | $6,636 | $6,221+6.7% | $5,654+17.4% | $13,397-50.5% |