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 | $772,917 | $105,998+629.2% | $92,233+738.0% | $147,584+423.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.54% | 50.05%-36.5pp | 176.28%-162.7pp | 578.55%-565.0pp |
| Employer contribution / active EE | $20,972 | $4,333+384.0% | $3,679+470.0% | $4,876+330.1% |
| Participant deferral / active EE | $4,393 | $4,478-1.9% | $3,897+12.7% | $5,439-19.2% |
| Admin fee / account holder | $25,996 | $6,332+310.5% | $5,194+400.5% | $10,885+138.8% |