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 | $483,310 | $114,047+323.8% | $96,139+402.7% | $167,490+188.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.52% | 189.88%-179.4pp | 191.94%-181.4pp | 478.56%-468.0pp |
| Employer contribution / active EE | $13,353 | $3,427+289.6% | $2,797+377.4% | $4,837+176.0% |
| Participant deferral / active EE | $5,926 | $5,194+14.1% | $4,349+36.3% | $6,341-6.5% |
| Admin fee / account holder | $14,459 | $6,897+109.6% | $5,537+161.1% | $12,309+17.5% |