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 | $404,412 | $150,440+168.8% | $136,294+196.7% | $147,584+174.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3680.85% | 1049.08%+2631.8pp | 5155.94%-1475.1pp | 578.55%+3102.3pp |
| Employer contribution / active EE | $1,068 | $5,256-79.7% | $4,695-77.3% | $4,876-78.1% |
| Participant deferral / active EE | $18,000 | $6,630+171.5% | $6,247+188.1% | $5,439+231.0% |
| Admin fee / account holder | $717 | $10,905-93.4% | $9,243-92.2% | $10,885-93.4% |