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 | $448,860 | $99,877+349.4% | $84,966+428.3% | $145,922+207.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 98.83% | 83.76%+15.1pp | 66.38%+32.4pp | 561.29%-462.5pp |
| Employer contribution / active EE | $1,704 | $3,231-47.3% | $2,727-37.5% | $4,660-63.4% |
| Participant deferral / active EE | $4,754 | $5,291-10.1% | $4,519+5.2% | $6,688-28.9% |
| Admin fee / account holder | $9,503 | $7,248+31.1% | $6,149+54.6% | $13,397-29.1% |