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 | $254,564 | $150,440+69.2% | $136,294+86.8% | $147,584+72.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.39% | 1049.08%-1033.7pp | 5155.94%-5140.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $9,435 | $5,256+79.5% | $4,695+100.9% | $4,876+93.5% |
| Participant deferral / active EE | $6,802 | $6,630+2.6% | $6,247+8.9% | $5,439+25.1% |
| Admin fee / account holder | $46,703 | $10,905+328.3% | $9,243+405.3% | $10,885+329.0% |