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 9-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 | $268,402 | $150,440+78.4% | $136,294+96.9% | $147,584+81.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.56% | 1049.08%-1038.5pp | 5155.94%-5145.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $18,442 | $5,256+250.9% | $4,695+292.8% | $4,876+278.2% |
| Participant deferral / active EE | $8,520 | $6,630+28.5% | $6,247+36.4% | $5,439+56.6% |
| Admin fee / account holder | $2,276 | $10,905-79.1% | $9,243-75.4% | $10,885-79.1% |