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 | $830,541 | $81,625+917.5% | $58,482+1320.2% | $139,434+495.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 19.85% | 7404.20%-7384.3pp | 4239.32%-4219.5pp | 372.94%-353.1pp |
| Employer contribution / active EE | $35,324 | $1,398+2426.3% | $1,053+3253.7% | $4,751+643.5% |
| Participant deferral / active EE | $30,000 | $2,557+1073.4% | $1,924+1459.4% | $6,710+347.1% |
| Admin fee / account holder | $9,067 | $3,265+177.7% | $2,516+260.4% | $11,403-20.5% |