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 | $605,482 | $49,173+1131.3% | $121,098+400.0% | $75,163+705.6% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 16.33% | 55.99%-39.7pp | 985.75%-969.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $9,222 | $1,546+496.6% | $4,164+121.5% | $2,670+245.4% |
| Participant deferral / active EE | $13,897 | $2,628+428.9% | $4,080+240.6% | $4,125+236.9% |
| Admin fee / account holder | $25,628 | $3,942+550.2% | $5,644+354.0% | $5,651+353.5% |