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 | $277,240 | $150,440+84.3% | $136,294+103.4% | $147,584+87.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.77% | 1049.08%-1034.3pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $9,133 | $5,256+73.8% | $4,695+94.5% | $4,876+87.3% |
| Participant deferral / active EE | $6,938 | $6,630+4.6% | $6,247+11.1% | $5,439+27.6% |
| Admin fee / account holder | $314 | $10,905-97.1% | $9,243-96.6% | $10,885-97.1% |