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 | $250,443 | $150,440+66.5% | $136,294+83.8% | $147,584+69.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.38% | 1049.08%-1027.7pp | 5155.94%-5134.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $59,721 | $5,256+1036.2% | $4,695+1171.9% | $4,876+1124.7% |
| Participant deferral / active EE | $19,560 | $6,630+195.0% | $6,247+213.1% | $5,439+259.6% |
| Admin fee / account holder | $9,792 | $10,905-10.2% | $9,243+5.9% | $10,885-10.0% |