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 | $574,056 | $169,161+239.4% | $129,295+344.0% | $145,959+293.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.16% | 14348.07%-14339.9pp | 9429.28%-9421.1pp | 561.95%-553.8pp |
| Employer contribution / active EE | $12,000 | $5,543+116.5% | $4,157+188.7% | $4,661+157.5% |
| Participant deferral / active EE | $30,500 | $4,989+511.3% | $4,169+631.6% | $6,689+356.0% |
| Admin fee / account holder | $7,346 | $9,878-25.6% | $7,665-4.2% | $13,398-45.2% |