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 | $490,406 | $105,998+362.7% | $92,233+431.7% | $147,584+232.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.50% | 50.05%-35.5pp | 176.28%-161.8pp | 578.55%-564.0pp |
| Employer contribution / active EE | $21,507 | $4,333+396.4% | $3,679+484.5% | $4,876+341.1% |
| Participant deferral / active EE | $13,567 | $4,478+203.0% | $3,897+248.2% | $5,439+149.5% |
| Admin fee / account holder | $3,801 | $6,332-40.0% | $5,194-26.8% | $10,885-65.1% |