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 | $568,917 | $150,440+278.2% | $136,294+317.4% | $147,584+285.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 27.92% | 1049.08%-1021.2pp | 5155.94%-5128.0pp | 578.55%-550.6pp |
| Employer contribution / active EE | $14,522 | $5,256+176.3% | $4,695+209.3% | $4,876+197.8% |
| Participant deferral / active EE | $10,359 | $6,630+56.2% | $6,247+65.8% | $5,439+90.5% |
| Admin fee / account holder | $3,136 | $10,905-71.2% | $9,243-66.1% | $10,885-71.2% |