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 | $340,056 | $150,440+126.0% | $136,294+149.5% | $147,584+130.4% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 20.80% | 1049.08%-1028.3pp | 5155.94%-5135.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $6,443 | $5,256+22.6% | $4,695+37.2% | $4,876+32.1% |
| Participant deferral / active EE | $16,033 | $6,630+141.8% | $6,247+156.6% | $5,439+194.8% |
| Admin fee / account holder | $56,882 | $10,905+421.6% | $9,243+515.4% | $10,885+422.6% |