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 9-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 | $1,681,123 | $185,200+807.7% | $142,863+1076.7% | $167,490+903.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 12.87% | 8555.70%-8542.8pp | 5637.54%-5624.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $38,500 | $5,604+587.0% | $4,144+829.1% | $4,837+695.9% |
| Participant deferral / active EE | $26,000 | $4,494+478.5% | $3,837+577.6% | $6,341+310.0% |
| Admin fee / account holder | $171,712 | $8,031+2038.1% | $6,560+2517.4% | $12,309+1295.0% |