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 | $277,190 | $150,440+84.3% | $136,294+103.4% | $147,584+87.8% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 18.40% | 1049.08%-1030.7pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $10,777 | $5,256+105.0% | $4,695+129.5% | $4,876+121.0% |
| Participant deferral / active EE | $8,438 | $6,630+27.3% | $6,247+35.1% | $5,439+55.1% |
| Admin fee / account holder | $3,312 | $10,905-69.6% | $9,243-64.2% | $10,885-69.6% |