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 | $587,482 | $114,047+415.1% | $96,139+511.1% | $167,490+250.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.21% | 189.88%-177.7pp | 191.94%-179.7pp | 478.56%-466.3pp |
| Employer contribution / active EE | $4,921 | $3,427+43.6% | $2,797+75.9% | $4,837+1.7% |
| Participant deferral / active EE | $7,243 | $5,194+39.5% | $4,349+66.6% | $6,341+14.2% |
| Admin fee / account holder | $59,117 | $6,897+757.2% | $5,537+967.7% | $12,309+380.3% |