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 | $285,362 | $150,440+89.7% | $136,294+109.4% | $147,584+93.4% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 20.52% | 1049.08%-1028.6pp | 5155.94%-5135.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $4,782 | $5,256-9.0% | $4,695+1.9% | $4,876-1.9% |
| Participant deferral / active EE | $8,522 | $6,630+28.5% | $6,247+36.4% | $5,439+56.7% |
| Admin fee / account holder | $12,535 | $10,905+14.9% | $9,243+35.6% | $10,885+15.2% |