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 | $269,998 | $150,440+79.5% | $136,294+98.1% | $147,584+82.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.56% | 1049.08%-1028.5pp | 5155.94%-5135.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $16,075 | $5,256+205.8% | $4,695+242.4% | $4,876+229.7% |
| Participant deferral / active EE | $10,450 | $6,630+57.6% | $6,247+67.3% | $5,439+92.1% |
| Admin fee / account holder | $678 | $10,905-93.8% | $9,243-92.7% | $10,885-93.8% |