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 | $779,306 | $110,809+603.3% | $86,874+797.1% | $167,490+365.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 20.20% | 116.98%-96.8pp | 63.52%-43.3pp | 478.56%-458.4pp |
| Employer contribution / active EE | $8,305 | $3,244+156.0% | $2,495+232.8% | $4,837+71.7% |
| Participant deferral / active EE | $6,288 | $4,546+38.3% | $3,699+70.0% | $6,341-0.8% |
| Admin fee / account holder | $21,835 | $8,415+159.5% | $5,828+274.7% | $12,309+77.4% |