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 | $473,108 | $109,982+330.2% | $97,226+386.6% | $145,922+224.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.81% | 242.90%-231.1pp | 75.13%-63.3pp | 561.29%-549.5pp |
| Employer contribution / active EE | $8,547 | $3,084+177.2% | $2,729+213.2% | $4,660+83.4% |
| Participant deferral / active EE | $13,210 | $4,676+182.5% | $4,264+209.8% | $6,688+97.5% |
| Admin fee / account holder | $17,562 | $6,221+182.3% | $5,654+210.6% | $13,397+31.1% |