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 | $466,140 | $150,440+209.9% | $136,294+242.0% | $147,584+215.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 59.99% | 1049.08%-989.1pp | 5155.94%-5095.9pp | 578.55%-518.6pp |
| Employer contribution / active EE | $17,551 | $5,256+233.9% | $4,695+273.8% | $4,876+259.9% |
| Participant deferral / active EE | $14,556 | $6,630+119.5% | $6,247+133.0% | $5,439+167.6% |
| Admin fee / account holder | $25,608 | $10,905+134.8% | $9,243+177.0% | $10,885+135.3% |