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 | $289,615 | $150,440+92.5% | $136,294+112.5% | $147,584+96.2% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 14.59% | 1049.08%-1034.5pp | 5155.94%-5141.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,339 | $5,256-74.5% | $4,695-71.5% | $4,876-72.5% |
| Participant deferral / active EE | $14,149 | $6,630+113.4% | $6,247+126.5% | $5,439+160.2% |
| Admin fee / account holder | $2,968 | $10,905-72.8% | $9,243-67.9% | $10,885-72.7% |