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 | $377,687 | $150,440+151.1% | $136,294+177.1% | $147,584+155.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.67% | 1049.08%-1038.4pp | 5155.94%-5145.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $11,661 | $5,256+121.9% | $4,695+148.3% | $4,876+139.1% |
| Participant deferral / active EE | $10,917 | $6,630+64.6% | $6,247+74.7% | $5,439+100.7% |
| Admin fee / account holder | $8,445 | $10,905-22.6% | $9,243-8.6% | $10,885-22.4% |