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 | $508,657 | $105,998+379.9% | $92,233+451.5% | $147,584+244.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.47% | 50.05%-30.6pp | 176.28%-156.8pp | 578.55%-559.1pp |
| Employer contribution / active EE | $8,295 | $4,333+91.4% | $3,679+125.4% | $4,876+70.1% |
| Participant deferral / active EE | $7,100 | $4,478+58.6% | $3,897+82.2% | $5,439+30.5% |
| Admin fee / account holder | $1,285 | $6,332-79.7% | $5,194-75.2% | $10,885-88.2% |