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 | $707,833 | $88,751+697.5% | $81,812+765.2% | $145,922+385.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.56% | 1025.40%-1011.8pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $17,471 | $3,083+466.6% | $2,912+499.9% | $4,660+274.9% |
| Participant deferral / active EE | $38,043 | $4,643+719.3% | $4,319+780.9% | $6,688+468.8% |
| Admin fee / account holder | $204,237 | $8,415+2327.0% | $7,386+2665.2% | $13,397+1424.5% |