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 | $297,149 | $150,440+97.5% | $136,294+118.0% | $147,584+101.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.90% | 1049.08%-1034.2pp | 5155.94%-5141.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,904 | $5,256-63.8% | $4,695-59.4% | $4,876-60.9% |
| Participant deferral / active EE | $13,227 | $6,630+99.5% | $6,247+111.7% | $5,439+143.2% |
| Admin fee / account holder | $7,038 | $10,905-35.5% | $9,243-23.9% | $10,885-35.3% |