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 | $550,171 | $88,751+519.9% | $81,812+572.5% | $145,922+277.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.41% | 1025.40%-1005.0pp | 773.79%-753.4pp | 561.29%-540.9pp |
| Employer contribution / active EE | $27,899 | $3,083+804.8% | $2,912+858.0% | $4,660+498.7% |
| Participant deferral / active EE | $8,004 | $4,643+72.4% | $4,319+85.3% | $6,688+19.7% |
| Admin fee / account holder | $22,063 | $8,415+162.2% | $7,386+198.7% | $13,397+64.7% |