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 | $252,724 | $150,440+68.0% | $136,294+85.4% | $147,584+71.2% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 18.93% | 1049.08%-1030.1pp | 5155.94%-5137.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,815 | $5,256-46.4% | $4,695-40.0% | $4,876-42.3% |
| Participant deferral / active EE | $10,786 | $6,630+62.7% | $6,247+72.7% | $5,439+98.3% |
| Admin fee / account holder | $7,086 | $10,905-35.0% | $9,243-23.3% | $10,885-34.9% |