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 | $277,381 | $150,440+84.4% | $136,294+103.5% | $147,584+87.9% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 18.47% | 1049.08%-1030.6pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $3,473 | $5,256-33.9% | $4,695-26.0% | $4,876-28.8% |
| Participant deferral / active EE | $7,085 | $6,630+6.9% | $6,247+13.4% | $5,439+30.3% |
| Admin fee / account holder | $7,385 | $10,905-32.3% | $9,243-20.1% | $10,885-32.2% |