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 | $261,969 | $150,440+74.1% | $136,294+92.2% | $147,584+77.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.63% | 1049.08%-1033.5pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $13,615 | $5,256+159.0% | $4,695+190.0% | $4,876+179.2% |
| Participant deferral / active EE | $14,269 | $6,630+115.2% | $6,247+128.4% | $5,439+162.4% |
| Admin fee / account holder | $2,329 | $10,905-78.6% | $9,243-74.8% | $10,885-78.6% |