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 | $283,963 | $150,440+88.8% | $136,294+108.3% | $147,584+92.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.52% | 1049.08%-1037.6pp | 5155.94%-5144.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,505 | $5,256-52.3% | $4,695-46.7% | $4,876-48.6% |
| Participant deferral / active EE | $14,696 | $6,630+121.6% | $6,247+135.2% | $5,439+170.2% |
| Admin fee / account holder | $2,135 | $10,905-80.4% | $9,243-76.9% | $10,885-80.4% |