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 | $545,419 | $109,327+398.9% | $89,391+510.2% | $158,922+243.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.32% | 345.68%-335.4pp | 245.62%-235.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $17,641 | $3,170+456.5% | $2,586+582.3% | $4,761+270.5% |
| Participant deferral / active EE | $10,978 | $4,598+138.7% | $3,890+182.2% | $5,982+83.5% |
| Admin fee / account holder | $16,092 | $6,153+161.5% | $4,881+229.7% | $11,246+43.1% |