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 | $765,503 | $156,846+388.1% | $121,098+532.1% | $139,434+449.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.86% | 1474.56%-1462.7pp | 985.75%-973.9pp | 372.94%-361.1pp |
| Employer contribution / active EE | $20,255 | $5,536+265.9% | $4,164+386.5% | $4,751+326.3% |
| Participant deferral / active EE | $28,333 | $4,844+484.9% | $4,080+594.5% | $6,710+322.2% |
| Admin fee / account holder | $588 | $6,946-91.5% | $5,644-89.6% | $11,403-94.8% |