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 | $355,544 | $150,440+136.3% | $136,294+160.9% | $147,584+140.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.40% | 1049.08%-1035.7pp | 5155.94%-5142.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,667 | $5,256-68.3% | $4,695-64.5% | $4,876-65.8% |
| Participant deferral / active EE | $2,339 | $6,630-64.7% | $6,247-62.6% | $5,439-57.0% |
| Admin fee / account holder | $11,459 | $10,905+5.1% | $9,243+24.0% | $10,885+5.3% |