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 | $414,146 | $104,486+296.4% | $76,817+439.1% | $152,861+170.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 20.25% | 1013.37%-993.1pp | 1166.11%-1145.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $10,351 | $3,116+232.2% | $2,302+349.6% | $4,762+117.3% |
| Participant deferral / active EE | $10,242 | $4,236+141.8% | $3,336+207.0% | $5,850+75.1% |
| Admin fee / account holder | $2,314 | $12,275-81.1% | $6,420-63.9% | $11,596-80.0% |