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 | $757,776 | $70,756+971.0% | $65,493+1057.0% | $142,382+432.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.79% | 1754.89%-1737.1pp | 982.45%-964.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $22,764 | $2,881+690.3% | $2,574+784.3% | $4,299+429.5% |
| Participant deferral / active EE | $9,777 | $4,637+110.8% | $3,961+146.8% | $6,507+50.2% |
| Admin fee / account holder | $4,006 | $6,559-38.9% | $5,028-20.3% | $12,624-68.3% |