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 | $438,269 | $70,756+519.4% | $65,493+569.2% | $142,382+207.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.49% | 1754.89%-1735.4pp | 982.45%-963.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $18,080 | $2,881+527.6% | $2,574+602.3% | $4,299+320.5% |
| Participant deferral / active EE | $16,907 | $4,637+264.6% | $3,961+326.8% | $6,507+159.8% |
| Admin fee / account holder | $9,171 | $6,559+39.8% | $5,028+82.4% | $12,624-27.3% |