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 | $304,865 | $150,440+102.6% | $136,294+123.7% | $147,584+106.6% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 10.62% | 1049.08%-1038.5pp | 5155.94%-5145.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $10,835 | $5,256+106.1% | $4,695+130.7% | $4,876+122.2% |
| Participant deferral / active EE | $10,012 | $6,630+51.0% | $6,247+60.3% | $5,439+84.1% |
| Admin fee / account holder | $132,119 | $10,905+1111.5% | $9,243+1329.3% | $10,885+1113.7% |