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 | $302,515 | $150,440+101.1% | $136,294+122.0% | $147,584+105.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.96% | 1049.08%-1032.1pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $11,435 | $5,256+117.6% | $4,695+143.5% | $4,876+134.5% |
| Participant deferral / active EE | $5,814 | $6,630-12.3% | $6,247-6.9% | $5,439+6.9% |
| Admin fee / account holder | $7,427 | $10,905-31.9% | $9,243-19.6% | $10,885-31.8% |