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 | $319,351 | $150,440+112.3% | $136,294+134.3% | $147,584+116.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.79% | 1049.08%-1030.3pp | 5155.94%-5137.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,822 | $5,256-46.3% | $4,695-39.9% | $4,876-42.1% |
| Participant deferral / active EE | $5,627 | $6,630-15.1% | $6,247-9.9% | $5,439+3.5% |
| Admin fee / account holder | $2,454 | $10,905-77.5% | $9,243-73.4% | $10,885-77.5% |