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 | $294,680 | $96,305+206.0% | $80,569+265.7% | $139,434+111.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.14% | 1350.08%-1329.9pp | 935.43%-915.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $4,325 | $3,262+32.6% | $2,723+58.8% | $4,751-9.0% |
| Participant deferral / active EE | $11,648 | $5,232+122.6% | $4,447+161.9% | $6,710+73.6% |
| Admin fee / account holder | $9,153 | $6,599+38.7% | $5,377+70.2% | $11,403-19.7% |