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 5-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 | $452,629 | $88,751+410.0% | $81,812+453.3% | $145,922+210.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.59% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $46,792 | $3,083+1417.6% | $2,912+1506.7% | $4,660+904.2% |
| Participant deferral / active EE | $24,300 | $4,643+423.4% | $4,319+462.7% | $6,688+263.4% |
| Admin fee / account holder | $26,318 | $8,415+212.7% | $7,386+256.3% | $13,397+96.4% |