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 | $328,039 | $150,440+118.1% | $136,294+140.7% | $147,584+122.3% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 19.09% | 1049.08%-1030.0pp | 5155.94%-5136.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $7,543 | $5,256+43.5% | $4,695+60.6% | $4,876+54.7% |
| Participant deferral / active EE | $13,148 | $6,630+98.3% | $6,247+110.5% | $5,439+141.7% |
| Admin fee / account holder | $42,185 | $10,905+286.8% | $9,243+356.4% | $10,885+287.5% |