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 | $285,216 | $150,440+89.6% | $136,294+109.3% | $147,584+93.3% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 20.09% | 1049.08%-1029.0pp | 5155.94%-5135.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,865 | $5,256-45.5% | $4,695-39.0% | $4,876-41.2% |
| Participant deferral / active EE | $7,517 | $6,630+13.4% | $6,247+20.3% | $5,439+38.2% |
| Admin fee / account holder | $9,006 | $10,905-17.4% | $9,243-2.6% | $10,885-17.3% |