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 | $304,878 | $72,400+321.1% | $67,502+351.7% | $145,922+108.9% |
| Participation rate | 95.0% | 76.9%+18.1pp | 72.9%+22.1pp | 80.3%+14.7pp |
| Annual return | 10.34% | 7182.46%-7172.1pp | 3512.12%-3501.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $7,041 | $3,069+129.4% | $2,731+157.8% | $4,660+51.1% |
| Participant deferral / active EE | $4,190 | $4,783-12.4% | $4,000+4.7% | $6,688-37.4% |
| Admin fee / account holder | $88,163 | $5,539+1491.8% | $3,998+2105.4% | $13,397+558.1% |