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 | $584,374 | $168,632+246.5% | $147,614+295.9% | $125,391+366.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.20% | 77.65%-80.8pp | 61.98%-65.2pp | 282.22%-285.4pp |
| Employer contribution / active EE | $31,963 | $6,252+411.2% | $5,564+474.4% | $4,866+556.9% |
| Participant deferral / active EE | $18,136 | $5,507+229.3% | $4,895+270.5% | $5,352+238.9% |
| Admin fee / account holder | $79,192 | $13,580+483.2% | $11,611+582.0% | $9,540+730.1% |