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 | $451,993 | $185,200+144.1% | $142,863+216.4% | $167,490+169.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 13.34% | 8555.70%-8542.4pp | 5637.54%-5624.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $13,443 | $5,604+139.9% | $4,144+224.4% | $4,837+177.9% |
| Participant deferral / active EE | $7,843 | $4,494+74.5% | $3,837+104.4% | $6,341+23.7% |
| Admin fee / account holder | $1,991 | $8,031-75.2% | $6,560-69.7% | $12,309-83.8% |