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 | $312,901 | $150,440+108.0% | $136,294+129.6% | $147,584+112.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.09% | 1049.08%-1026.0pp | 5155.94%-5132.9pp | 578.55%-555.5pp |
| Employer contribution / active EE | $21,417 | $5,256+307.5% | $4,695+356.1% | $4,876+339.2% |
| Participant deferral / active EE | $15,262 | $6,630+130.2% | $6,247+144.3% | $5,439+180.6% |
| Admin fee / account holder | $43,366 | $10,905+297.7% | $9,243+369.2% | $10,885+298.4% |