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 | $353,044 | $70,756+399.0% | $65,493+439.1% | $142,382+148.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.65% | 1754.89%-1743.2pp | 982.45%-970.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $17,780 | $2,881+517.2% | $2,574+590.7% | $4,299+313.6% |
| Participant deferral / active EE | $13,061 | $4,637+181.7% | $3,961+229.7% | $6,507+100.7% |
| Admin fee / account holder | $195,341 | $6,559+2878.2% | $5,028+3784.9% | $12,624+1447.4% |