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 | $537,710 | $102,317+425.5% | $146,958+265.9% | $80,856+565.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 57.23% | 134.76%-77.5pp | 418.34%-361.1pp | 35.59%+21.6pp |
| Employer contribution / active EE | $33,450 | $3,713+800.9% | $4,933+578.1% | $2,755+1114.2% |
| Participant deferral / active EE | $15,864 | $6,644+138.8% | $8,070+96.6% | $4,296+269.3% |
| Admin fee / account holder | $556 | $7,941-93.0% | $12,998-95.7% | $6,918-92.0% |