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 | $256,460 | $70,756+262.5% | $65,493+291.6% | $142,382+80.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.37% | 1754.89%-1742.5pp | 982.45%-970.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $9,745 | $2,881+238.3% | $2,574+278.5% | $4,299+126.7% |
| Participant deferral / active EE | $8,949 | $4,637+93.0% | $3,961+125.9% | $6,507+37.5% |
| Admin fee / account holder | $133,770 | $6,559+1939.5% | $5,028+2560.4% | $12,624+959.7% |