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 | $279,399 | $150,440+85.7% | $136,294+105.0% | $147,584+89.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.79% | 1049.08%-1032.3pp | 5155.94%-5139.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $10,315 | $5,256+96.2% | $4,695+119.7% | $4,876+111.5% |
| Participant deferral / active EE | $7,000 | $6,630+5.6% | $6,247+12.1% | $5,439+28.7% |
| Admin fee / account holder | $1,609 | $10,905-85.2% | $9,243-82.6% | $10,885-85.2% |