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 | $362,108 | $150,440+140.7% | $136,294+165.7% | $147,584+145.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.78% | 1049.08%-1033.3pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $13,843 | $5,256+163.4% | $4,695+194.8% | $4,876+183.9% |
| Participant deferral / active EE | $10,109 | $6,630+52.5% | $6,247+61.8% | $5,439+85.9% |
| Admin fee / account holder | $15,152 | $10,905+38.9% | $9,243+63.9% | $10,885+39.2% |