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 | $523,381 | $102,317+411.5% | $146,958+256.1% | $80,856+547.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 27.23% | 134.76%-107.5pp | 418.34%-391.1pp | 35.59%-8.4pp |
| Employer contribution / active EE | $25,028 | $3,713+574.0% | $4,933+407.4% | $2,755+808.5% |
| Participant deferral / active EE | $9,856 | $6,644+48.4% | $8,070+22.1% | $4,296+129.4% |
| Admin fee / account holder | $14,721 | $7,941+85.4% | $12,998+13.3% | $6,918+112.8% |