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 | $323,662 | $150,440+115.1% | $136,294+137.5% | $147,584+119.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.89% | 1049.08%-1037.2pp | 5155.94%-5144.0pp | 578.55%-566.7pp |
| Employer contribution / active EE | $3,314 | $5,256-36.9% | $4,695-29.4% | $4,876-32.0% |
| Participant deferral / active EE | $13,746 | $6,630+107.3% | $6,247+120.0% | $5,439+152.7% |
| Admin fee / account holder | $29,354 | $10,905+169.2% | $9,243+217.6% | $10,885+169.7% |