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 | $494,328 | $150,187+229.1% | $120,354+310.7% | $145,922+238.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.49% | 154.07%-143.6pp | 107.15%-96.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,473 | $4,348-20.1% | $3,463+0.3% | $4,660-25.5% |
| Participant deferral / active EE | $14,590 | $6,173+136.4% | $4,991+192.3% | $6,688+118.2% |
| Admin fee / account holder | $51,688 | $12,207+323.4% | $9,423+448.5% | $13,397+285.8% |