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 | $269,560 | $114,047+136.4% | $96,139+180.4% | $167,490+60.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.42% | 189.88%-176.5pp | 191.94%-178.5pp | 478.56%-465.1pp |
| Employer contribution / active EE | $11,400 | $3,427+232.7% | $2,797+307.6% | $4,837+135.7% |
| Participant deferral / active EE | $2,365 | $5,194-54.5% | $4,349-45.6% | $6,341-62.7% |
| Admin fee / account holder | $1,856 | $6,897-73.1% | $5,537-66.5% | $12,309-84.9% |