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 | $407,626 | $150,440+171.0% | $136,294+199.1% | $147,584+176.2% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 15.51% | 1049.08%-1033.6pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $9,291 | $5,256+76.8% | $4,695+97.9% | $4,876+90.5% |
| Participant deferral / active EE | $7,717 | $6,630+16.4% | $6,247+23.5% | $5,439+41.9% |
| Admin fee / account holder | $12,801 | $10,905+17.4% | $9,243+38.5% | $10,885+17.6% |