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 | $472,702 | $155,788+203.4% | $124,672+279.2% | $167,490+182.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 60.06% | 17.97%+42.1pp | 5142.93%-5082.9pp | 478.56%-418.5pp |
| Employer contribution / active EE | $13,750 | $4,163+230.3% | $3,324+313.7% | $4,837+184.2% |
| Participant deferral / active EE | $22,750 | $5,673+301.0% | $4,614+393.0% | $6,341+258.8% |
| Admin fee / account holder | $251,280 | $9,531+2536.5% | $7,493+3253.6% | $12,309+1941.4% |