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 | $610,444 | $150,440+305.8% | $136,294+347.9% | $147,584+313.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.45% | 1049.08%-1029.6pp | 5155.94%-5136.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $5,939 | $5,256+13.0% | $4,695+26.5% | $4,876+21.8% |
| Participant deferral / active EE | $8,692 | $6,630+31.1% | $6,247+39.1% | $5,439+59.8% |
| Admin fee / account holder | $54,367 | $10,905+398.5% | $9,243+488.2% | $10,885+399.5% |