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 | $392,385 | $150,440+160.8% | $136,294+187.9% | $147,584+165.9% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 12.90% | 1049.08%-1036.2pp | 5155.94%-5143.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $23,648 | $5,256+349.9% | $4,695+403.6% | $4,876+385.0% |
| Participant deferral / active EE | $6,769 | $6,630+2.1% | $6,247+8.4% | $5,439+24.5% |
| Admin fee / account holder | $19,361 | $10,905+77.5% | $9,243+109.5% | $10,885+77.9% |