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 | $700,512 | $152,509+359.3% | $117,472+496.3% | $134,475+420.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -8.25% | 52.99%-61.2pp | 29.74%-38.0pp | 417.96%-426.2pp |
| Employer contribution / active EE | $3,756 | $5,571-32.6% | $4,176-10.1% | $4,740-20.7% |
| Participant deferral / active EE | $14,320 | $4,818+197.2% | $4,070+251.8% | $6,400+123.8% |
| Admin fee / account holder | $12,411 | $7,004+77.2% | $5,645+119.9% | $11,426+8.6% |