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 | $400,837 | $150,440+166.4% | $136,294+194.1% | $147,584+171.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.59% | 1049.08%-1032.5pp | 5155.94%-5139.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,979 | $5,256-62.4% | $4,695-57.9% | $4,876-59.4% |
| Participant deferral / active EE | $5,591 | $6,630-15.7% | $6,247-10.5% | $5,439+2.8% |
| Admin fee / account holder | $5,629 | $10,905-48.4% | $9,243-39.1% | $10,885-48.3% |