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 | $595,889 | $176,662+237.3% | $130,648+356.1% | $152,861+289.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 37.18% | 2692.24%-2655.1pp | 1708.96%-1671.8pp | 345.32%-308.1pp |
| Employer contribution / active EE | $6,031 | $5,742+5.0% | $4,092+47.4% | $4,762+26.6% |
| Participant deferral / active EE | $25,000 | $4,361+473.2% | $3,603+593.9% | $5,850+327.3% |
| Admin fee / account holder | $36,590 | $7,133+413.0% | $5,464+569.6% | $11,596+215.5% |