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 | $703,893 | $102,604+586.0% | $86,188+716.7% | $139,434+404.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.06% | 1922.51%-1908.5pp | 1168.45%-1154.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $29,406 | $3,032+869.7% | $2,380+1135.5% | $4,751+519.0% |
| Participant deferral / active EE | $15,000 | $4,676+220.8% | $3,985+276.4% | $6,710+123.5% |
| Admin fee / account holder | $2,966 | $8,657-65.7% | $6,852-56.7% | $11,403-74.0% |