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 | $312,873 | $171,865+82.0% | $149,718+109.0% | $147,584+112.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.59% | 2113.22%-2099.6pp | 1501.63%-1488.0pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,439 | $6,275-61.1% | $5,445-55.2% | $4,876-50.0% |
| Participant deferral / active EE | $5,786 | $7,271-20.4% | $6,569-11.9% | $5,439+6.4% |
| Admin fee / account holder | $17,731 | $13,799+28.5% | $11,283+57.1% | $10,885+62.9% |