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 | $502,696 | $100,852+398.4% | $90,404+456.1% | $158,922+216.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.05% | 1724.20%-1702.2pp | 1293.02%-1271.0pp | 302.83%-280.8pp |
| Employer contribution / active EE | $24,705 | $3,689+569.8% | $3,262+657.4% | $4,761+418.9% |
| Participant deferral / active EE | $14,988 | $4,348+244.7% | $3,963+278.2% | $5,982+150.5% |
| Admin fee / account holder | $17,748 | $6,501+173.0% | $5,611+216.3% | $11,246+57.8% |