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 | $303,061 | $150,440+101.4% | $136,294+122.4% | $147,584+105.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.43% | 1049.08%-1035.7pp | 5155.94%-5142.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,441 | $5,256-53.6% | $4,695-48.0% | $4,876-49.9% |
| Participant deferral / active EE | $10,900 | $6,630+64.4% | $6,247+74.5% | $5,439+100.4% |
| Admin fee / account holder | $2,823 | $10,905-74.1% | $9,243-69.5% | $10,885-74.1% |