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 | $542,897 | $105,998+412.2% | $92,233+488.6% | $147,584+267.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.74% | 50.05%-39.3pp | 176.28%-165.5pp | 578.55%-567.8pp |
| Employer contribution / active EE | $2,530 | $4,333-41.6% | $3,679-31.2% | $4,876-48.1% |
| Participant deferral / active EE | $3,554 | $4,478-20.6% | $3,897-8.8% | $5,439-34.6% |
| Admin fee / account holder | $15,969 | $6,332+152.2% | $5,194+207.5% | $10,885+46.7% |