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 | $495,130 | $111,724+343.2% | $93,606+429.0% | $145,922+239.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.35% | 202.98%-194.6pp | 133.20%-124.8pp | 561.29%-552.9pp |
| Employer contribution / active EE | $15,549 | $3,090+403.3% | $2,420+542.6% | $4,660+233.7% |
| Participant deferral / active EE | $21,600 | $4,912+339.8% | $4,411+389.6% | $6,688+223.0% |
| Admin fee / account holder | $2,667 | $10,250-74.0% | $8,285-67.8% | $13,397-80.1% |