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 | $454,248 | $150,440+201.9% | $136,294+233.3% | $147,584+207.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 19.51% | 1049.08%-1029.6pp | 5155.94%-5136.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,261 | $5,256-76.0% | $4,695-73.2% | $4,876-74.2% |
| Participant deferral / active EE | $12,314 | $6,630+85.7% | $6,247+97.1% | $5,439+126.4% |
| Admin fee / account holder | $3,861 | $10,905-64.6% | $9,243-58.2% | $10,885-64.5% |