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 | $347,314 | $150,440+130.9% | $136,294+154.8% | $147,584+135.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.42% | 1049.08%-1026.7pp | 5155.94%-5133.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $3,072 | $5,256-41.6% | $4,695-34.6% | $4,876-37.0% |
| Participant deferral / active EE | $7,975 | $6,630+20.3% | $6,247+27.7% | $5,439+46.6% |
| Admin fee / account holder | $8,666 | $10,905-20.5% | $9,243-6.2% | $10,885-20.4% |