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 | $329,552 | $150,440+119.1% | $136,294+141.8% | $147,584+123.3% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 10.54% | 1049.08%-1038.5pp | 5155.94%-5145.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $3,953 | $5,256-24.8% | $4,695-15.8% | $4,876-18.9% |
| Participant deferral / active EE | $7,356 | $6,630+10.9% | $6,247+17.8% | $5,439+35.3% |
| Admin fee / account holder | $169,082 | $10,905+1450.5% | $9,243+1729.2% | $10,885+1453.3% |