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 | $467,890 | $150,440+211.0% | $136,294+243.3% | $147,584+217.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.20% | 1049.08%-1030.9pp | 5155.94%-5137.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,835 | $5,256-46.1% | $4,695-39.6% | $4,876-41.9% |
| Participant deferral / active EE | $2,276 | $6,630-65.7% | $6,247-63.6% | $5,439-58.2% |
| Admin fee / account holder | $50,468 | $10,905+362.8% | $9,243+446.0% | $10,885+363.6% |