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 | $300,704 | $185,200+62.4% | $142,863+110.5% | $167,490+79.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.55% | 8555.70%-8541.1pp | 5637.54%-5623.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $4,857 | $5,604-13.3% | $4,144+17.2% | $4,837+0.4% |
| Participant deferral / active EE | $7,369 | $4,494+64.0% | $3,837+92.0% | $6,341+16.2% |
| Admin fee / account holder | $1,289 | $8,031-83.9% | $6,560-80.4% | $12,309-89.5% |