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 | $1,184,992 | $108,642+990.7% | $74,701+1486.3% | $152,861+675.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 19.92% | 114.06%-94.1pp | 752.92%-733.0pp | 345.32%-325.4pp |
| Employer contribution / active EE | $13,333 | $1,503+787.2% | $1,084+1130.5% | $4,762+180.0% |
| Participant deferral / active EE | $23,000 | $2,712+748.0% | $1,964+1071.3% | $5,850+293.2% |
| Admin fee / account holder | $27,368 | $4,902+458.2% | $3,333+721.1% | $11,596+136.0% |