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 | $395,333 | $185,200+113.5% | $142,863+176.7% | $167,490+136.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 11.61% | 8555.70%-8544.1pp | 5637.54%-5625.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $7,261 | $5,604+29.6% | $4,144+75.2% | $4,837+50.1% |
| Participant deferral / active EE | $14,522 | $4,494+223.1% | $3,837+278.5% | $6,341+129.0% |
| Admin fee / account holder | $637 | $8,031-92.1% | $6,560-90.3% | $12,309-94.8% |