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 | $685,497 | $108,642+531.0% | $74,701+817.7% | $152,861+348.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 18.08% | 114.06%-96.0pp | 752.92%-734.8pp | 345.32%-327.2pp |
| Employer contribution / active EE | $37,000 | $1,503+2361.9% | $1,084+3314.5% | $4,762+676.9% |
| Participant deferral / active EE | $22,000 | $2,712+711.1% | $1,964+1020.4% | $5,850+276.1% |
| Admin fee / account holder | $18,332 | $4,902+273.9% | $3,333+450.0% | $11,596+58.1% |