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 | $471,744 | $104,486+351.5% | $76,817+514.1% | $152,861+208.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 10.00% | 1013.37%-1003.4pp | 1166.11%-1156.1pp | 345.32%-335.3pp |
| Employer contribution / active EE | $6,661 | $3,116+113.8% | $2,302+189.3% | $4,762+39.9% |
| Participant deferral / active EE | $10,568 | $4,236+149.5% | $3,336+216.8% | $5,850+80.7% |
| Admin fee / account holder | $17,171 | $12,275+39.9% | $6,420+167.5% | $11,596+48.1% |