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 | $610,511 | $169,032+261.2% | $129,207+372.5% | $145,922+318.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.89% | 14330.11%-14321.2pp | 9417.33%-9408.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,000 | $5,537-81.9% | $4,153-75.9% | $4,660-78.5% |
| Participant deferral / active EE | $6,787 | $4,987+36.1% | $4,168+62.9% | $6,688+1.5% |
| Admin fee / account holder | $113,680 | $9,954+1042.0% | $7,715+1373.6% | $13,397+748.5% |