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 | $693,230 | $150,440+360.8% | $136,294+408.6% | $147,584+369.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.57% | 1049.08%-1029.5pp | 5155.94%-5136.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $22,448 | $5,256+327.1% | $4,695+378.1% | $4,876+360.3% |
| Participant deferral / active EE | $9,000 | $6,630+35.7% | $6,247+44.1% | $5,439+65.5% |
| Admin fee / account holder | $2,002 | $10,905-81.6% | $9,243-78.3% | $10,885-81.6% |