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 | $285,964 | $150,440+90.1% | $136,294+109.8% | $147,584+93.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.09% | 1049.08%-1036.0pp | 5155.94%-5142.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $3,557 | $5,256-32.3% | $4,695-24.3% | $4,876-27.1% |
| Participant deferral / active EE | $12,634 | $6,630+90.5% | $6,247+102.2% | $5,439+132.3% |
| Admin fee / account holder | $25,462 | $10,905+133.5% | $9,243+175.5% | $10,885+133.9% |