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 | $257,557 | $155,788+65.3% | $124,672+106.6% | $167,490+53.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 82.24% | 17.97%+64.3pp | 5142.93%-5060.7pp | 478.56%-396.3pp |
| Employer contribution / active EE | $7,203 | $4,163+73.0% | $3,324+116.7% | $4,837+48.9% |
| Participant deferral / active EE | $10,570 | $5,673+86.3% | $4,614+129.1% | $6,341+66.7% |
| Admin fee / account holder | $1,750 | $9,531-81.6% | $7,493-76.6% | $12,309-85.8% |