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 | $670,420 | $192,717+247.9% | $142,449+370.6% | $139,434+380.8% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 172.37% | 17.99%+154.4pp | 19.99%+152.4pp | 372.94%-200.6pp |
| Employer contribution / active EE | $3,353 | $5,806-42.3% | $4,847-30.8% | $4,751-29.4% |
| Participant deferral / active EE | $29,470 | $7,208+308.8% | $6,283+369.0% | $6,710+339.2% |
| Admin fee / account holder | $32,212 | $15,124+113.0% | $10,011+221.8% | $11,403+182.5% |