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 | $321,549 | $105,998+203.4% | $92,233+248.6% | $147,584+117.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.46% | 50.05%-34.6pp | 176.28%-160.8pp | 578.55%-563.1pp |
| Employer contribution / active EE | $20,795 | $4,333+379.9% | $3,679+465.2% | $4,876+326.4% |
| Participant deferral / active EE | $5,143 | $4,478+14.8% | $3,897+32.0% | $5,439-5.4% |
| Admin fee / account holder | $2,766 | $6,332-56.3% | $5,194-46.7% | $10,885-74.6% |