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 | $375,669 | $150,440+149.7% | $136,294+175.6% | $147,584+154.5% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 13.26% | 1049.08%-1035.8pp | 5155.94%-5142.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $7,684 | $5,256+46.2% | $4,695+63.6% | $4,876+57.6% |
| Participant deferral / active EE | $9,790 | $6,630+47.7% | $6,247+56.7% | $5,439+80.0% |
| Admin fee / account holder | $3,204 | $10,905-70.6% | $9,243-65.3% | $10,885-70.6% |