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 | $653,643 | $88,751+636.5% | $81,812+699.0% | $145,922+347.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.25% | 1025.40%-1009.1pp | 773.79%-757.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $15,128 | $3,083+390.6% | $2,912+419.5% | $4,660+224.7% |
| Participant deferral / active EE | $19,465 | $4,643+319.2% | $4,319+350.7% | $6,688+191.1% |
| Admin fee / account holder | $1,449 | $8,415-82.8% | $7,386-80.4% | $13,397-89.2% |