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 | $446,025 | $88,751+402.6% | $81,812+445.2% | $145,922+205.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.99% | 1025.40%-1001.4pp | 773.79%-749.8pp | 561.29%-537.3pp |
| Employer contribution / active EE | $16,827 | $3,083+445.8% | $2,912+477.8% | $4,660+261.1% |
| Participant deferral / active EE | $16,165 | $4,643+248.1% | $4,319+274.3% | $6,688+141.7% |
| Admin fee / account holder | $45,889 | $8,415+445.3% | $7,386+521.3% | $13,397+242.5% |