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 | $355,236 | $185,200+91.8% | $142,863+148.7% | $167,490+112.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 12.52% | 8555.70%-8543.2pp | 5637.54%-5625.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $15,342 | $5,604+173.8% | $4,144+270.3% | $4,837+217.2% |
| Participant deferral / active EE | $5,035 | $4,494+12.0% | $3,837+31.2% | $6,341-20.6% |
| Admin fee / account holder | $125,573 | $8,031+1463.6% | $6,560+1814.1% | $12,309+920.2% |