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 | $490,652 | $57,281+756.6% | $86,612+466.5% | $75,163+552.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 26.36% | 2670.75%-2644.4pp | 591.07%-564.7pp | 160.62%-134.3pp |
| Employer contribution / active EE | $18,187 | $2,314+685.8% | $3,022+501.7% | $2,670+581.2% |
| Participant deferral / active EE | $15,116 | $3,318+355.6% | $4,438+240.6% | $4,125+266.4% |
| Admin fee / account holder | $14,538 | $4,112+253.6% | $5,614+158.9% | $5,651+157.3% |