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 | $948,707 | $127,777+642.5% | $106,548+790.4% | $167,490+466.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 88.13% | 33.87%+54.3pp | 26.80%+61.3pp | 478.56%-390.4pp |
| Employer contribution / active EE | $32,400 | $3,427+845.6% | $2,819+1049.4% | $4,837+569.8% |
| Participant deferral / active EE | $1,803 | $5,087-64.6% | $4,398-59.0% | $6,341-71.6% |
| Admin fee / account holder | $335,188 | $11,228+2885.3% | $7,407+4425.1% | $12,309+2623.1% |