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 | $429,652 | $104,486+311.2% | $76,817+459.3% | $152,861+181.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 17.82% | 1013.37%-995.6pp | 1166.11%-1148.3pp | 345.32%-327.5pp |
| Employer contribution / active EE | $10,549 | $3,116+238.6% | $2,302+358.3% | $4,762+121.5% |
| Participant deferral / active EE | $11,815 | $4,236+178.9% | $3,336+254.2% | $5,850+102.0% |
| Admin fee / account holder | $52,523 | $12,275+327.9% | $6,420+718.1% | $11,596+352.9% |