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 | $755,026 | $111,724+575.8% | $93,606+706.6% | $145,922+417.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.88% | 202.98%-191.1pp | 133.20%-121.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $27,707 | $3,090+796.8% | $2,420+1045.0% | $4,660+494.6% |
| Participant deferral / active EE | $21,250 | $4,912+332.6% | $4,411+381.7% | $6,688+217.7% |
| Admin fee / account holder | $4,379 | $10,250-57.3% | $8,285-47.1% | $13,397-67.3% |