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 | $301,479 | $150,440+100.4% | $136,294+121.2% | $147,584+104.3% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 11.50% | 1049.08%-1037.6pp | 5155.94%-5144.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $3,049 | $5,256-42.0% | $4,695-35.1% | $4,876-37.5% |
| Participant deferral / active EE | $7,107 | $6,630+7.2% | $6,247+13.8% | $5,439+30.7% |
| Admin fee / account holder | $13,106 | $10,905+20.2% | $9,243+41.8% | $10,885+20.4% |