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 | $344,198 | $150,440+128.8% | $136,294+152.5% | $147,584+133.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.31% | 1049.08%-1026.8pp | 5155.94%-5133.6pp | 578.55%-556.2pp |
| Employer contribution / active EE | $3,333 | $5,256-36.6% | $4,695-29.0% | $4,876-31.6% |
| Participant deferral / active EE | $21,560 | $6,630+225.2% | $6,247+245.1% | $5,439+296.4% |
| Admin fee / account holder | $883 | $10,905-91.9% | $9,243-90.4% | $10,885-91.9% |