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 | $558,435 | $150,440+271.2% | $136,294+309.7% | $147,584+278.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 80.50% | 1049.08%-968.6pp | 5155.94%-5075.4pp | 578.55%-498.0pp |
| Employer contribution / active EE | $17,911 | $5,256+240.8% | $4,695+281.5% | $4,876+267.3% |
| Participant deferral / active EE | $12,439 | $6,630+87.6% | $6,247+99.1% | $5,439+128.7% |
| Admin fee / account holder | $100,577 | $10,905+822.3% | $9,243+988.1% | $10,885+824.0% |