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 | $380,756 | $88,751+329.0% | $81,812+365.4% | $145,922+160.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.90% | 1025.40%-1004.5pp | 773.79%-752.9pp | 561.29%-540.4pp |
| Employer contribution / active EE | $16,785 | $3,083+444.4% | $2,912+476.3% | $4,660+260.2% |
| Participant deferral / active EE | $23,979 | $4,643+416.4% | $4,319+455.3% | $6,688+258.6% |
| Admin fee / account holder | $1,490 | $8,415-82.3% | $7,386-79.8% | $13,397-88.9% |