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 | $503,773 | $109,817+358.7% | $98,442+411.7% | $167,490+200.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.59% | 1956.69%-1944.1pp | 1492.73%-1480.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $11,417 | $3,224+254.1% | $2,960+285.7% | $4,837+136.0% |
| Participant deferral / active EE | $14,251 | $4,673+205.0% | $4,276+233.3% | $6,341+124.7% |
| Admin fee / account holder | $9,544 | $6,753+41.3% | $5,949+60.4% | $12,309-22.5% |