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 | $329,282 | $150,440+118.9% | $136,294+141.6% | $147,584+123.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 21.68% | 1049.08%-1027.4pp | 5155.94%-5134.3pp | 578.55%-556.9pp |
| Employer contribution / active EE | $4,126 | $5,256-21.5% | $4,695-12.1% | $4,876-15.4% |
| Participant deferral / active EE | $8,036 | $6,630+21.2% | $6,247+28.6% | $5,439+47.8% |
| Admin fee / account holder | $909 | $10,905-91.7% | $9,243-90.2% | $10,885-91.6% |