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 | $340,668 | $150,440+126.4% | $136,294+150.0% | $147,584+130.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.53% | 1049.08%-1027.6pp | 5155.94%-5134.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $2,514 | $5,256-52.2% | $4,695-46.5% | $4,876-48.4% |
| Participant deferral / active EE | $10,763 | $6,630+62.3% | $6,247+72.3% | $5,439+97.9% |
| Admin fee / account holder | $3,997 | $10,905-63.3% | $9,243-56.8% | $10,885-63.3% |