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 | $578,753 | $105,998+446.0% | $92,233+527.5% | $147,584+292.2% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 23.57% | 50.05%-26.5pp | 176.28%-152.7pp | 578.55%-555.0pp |
| Employer contribution / active EE | $13,227 | $4,333+205.3% | $3,679+259.5% | $4,876+171.2% |
| Participant deferral / active EE | $11,889 | $4,478+165.5% | $3,897+205.1% | $5,439+118.6% |
| Admin fee / account holder | $5,778 | $6,332-8.8% | $5,194+11.3% | $10,885-46.9% |