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 | $554,071 | $168,632+228.6% | $147,614+275.4% | $125,391+341.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.83% | 77.65%-78.5pp | 61.98%-62.8pp | 282.22%-283.1pp |
| Employer contribution / active EE | $26,701 | $6,252+327.1% | $5,564+379.9% | $4,866+448.7% |
| Participant deferral / active EE | $16,920 | $5,507+207.3% | $4,895+245.6% | $5,352+216.2% |
| Admin fee / account holder | $2,753 | $13,580-79.7% | $11,611-76.3% | $9,540-71.1% |