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 | $278,742 | $70,756+294.0% | $65,493+325.6% | $142,382+95.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.40% | 1754.89%-1734.5pp | 982.45%-962.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $44,076 | $2,881+1430.1% | $2,574+1612.2% | $4,299+925.2% |
| Participant deferral / active EE | $24,146 | $4,637+420.7% | $3,961+509.6% | $6,507+271.1% |
| Admin fee / account holder | $10,718 | $6,559+63.4% | $5,028+113.2% | $12,624-15.1% |