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 | $576,881 | $104,486+452.1% | $76,817+651.0% | $152,861+277.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 26.57% | 1013.37%-986.8pp | 1166.11%-1139.5pp | 345.32%-318.8pp |
| Employer contribution / active EE | $9,674 | $3,116+210.5% | $2,302+320.2% | $4,762+103.1% |
| Participant deferral / active EE | $6,051 | $4,236+42.9% | $3,336+81.4% | $5,850+3.4% |
| Admin fee / account holder | $3,968 | $12,275-67.7% | $6,420-38.2% | $11,596-65.8% |