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 | $279,841 | $150,440+86.0% | $136,294+105.3% | $147,584+89.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.43% | 1049.08%-1032.7pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,524 | $5,256-52.0% | $4,695-46.2% | $4,876-48.2% |
| Participant deferral / active EE | $12,466 | $6,630+88.0% | $6,247+99.5% | $5,439+129.2% |
| Admin fee / account holder | $136,508 | $10,905+1151.8% | $9,243+1376.8% | $10,885+1154.1% |