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 | $553,641 | $111,724+395.5% | $93,606+491.5% | $145,922+279.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.46% | 202.98%-192.5pp | 133.20%-122.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $21,000 | $3,090+579.7% | $2,420+767.8% | $4,660+350.7% |
| Participant deferral / active EE | $13,842 | $4,912+181.8% | $4,411+213.8% | $6,688+107.0% |
| Admin fee / account holder | $25,888 | $10,250+152.6% | $8,285+212.5% | $13,397+93.2% |