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 | $1,271,250 | $176,662+619.6% | $130,648+873.0% | $152,861+731.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 28.23% | 2692.24%-2664.0pp | 1708.96%-1680.7pp | 345.32%-317.1pp |
| Employer contribution / active EE | $28,000 | $5,742+387.6% | $4,092+584.3% | $4,762+488.0% |
| Participant deferral / active EE | $7,000 | $4,361+60.5% | $3,603+94.3% | $5,850+19.7% |
| Admin fee / account holder | $12,453 | $7,133+74.6% | $5,464+127.9% | $11,596+7.4% |