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 | $283,814 | $96,305+194.7% | $80,569+252.3% | $139,434+103.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.80% | 1350.08%-1338.3pp | 935.43%-923.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $20,026 | $3,262+513.9% | $2,723+635.3% | $4,751+321.5% |
| Participant deferral / active EE | $10,666 | $5,232+103.9% | $4,447+139.8% | $6,710+59.0% |
| Admin fee / account holder | $861 | $6,599-87.0% | $5,377-84.0% | $11,403-92.5% |