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 | $302,441 | $150,440+101.0% | $136,294+121.9% | $147,584+104.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.77% | 1049.08%-1033.3pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $3,596 | $5,256-31.6% | $4,695-23.4% | $4,876-26.3% |
| Participant deferral / active EE | $10,690 | $6,630+61.2% | $6,247+71.1% | $5,439+96.6% |
| Admin fee / account holder | $1,349 | $10,905-87.6% | $9,243-85.4% | $10,885-87.6% |