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 9-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 | $270,237 | $150,440+79.6% | $136,294+98.3% | $147,584+83.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.76% | 1049.08%-1027.3pp | 5155.94%-5134.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $14,273 | $5,256+171.6% | $4,695+204.0% | $4,876+192.7% |
| Participant deferral / active EE | $7,180 | $6,630+8.3% | $6,247+14.9% | $5,439+32.0% |
| Admin fee / account holder | $134,441 | $10,905+1132.8% | $9,243+1354.5% | $10,885+1135.1% |