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 | $354,426 | $150,440+135.6% | $136,294+160.0% | $147,584+140.2% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 10.86% | 1049.08%-1038.2pp | 5155.94%-5145.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $2,729 | $5,256-48.1% | $4,695-41.9% | $4,876-44.0% |
| Participant deferral / active EE | $8,568 | $6,630+29.2% | $6,247+37.1% | $5,439+57.5% |
| Admin fee / account holder | $7,249 | $10,905-33.5% | $9,243-21.6% | $10,885-33.4% |