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 | $269,299 | $150,440+79.0% | $136,294+97.6% | $147,584+82.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.06% | 1049.08%-1029.0pp | 5155.94%-5135.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,858 | $5,256-45.6% | $4,695-39.1% | $4,876-41.4% |
| Participant deferral / active EE | $6,083 | $6,630-8.3% | $6,247-2.6% | $5,439+11.8% |
| Admin fee / account holder | $34,955 | $10,905+220.5% | $9,243+278.2% | $10,885+221.1% |