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 | $557,514 | $150,440+270.6% | $136,294+309.1% | $147,584+277.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 18.59% | 1049.08%-1030.5pp | 5155.94%-5137.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $14,313 | $5,256+172.3% | $4,695+204.8% | $4,876+193.5% |
| Participant deferral / active EE | $10,881 | $6,630+64.1% | $6,247+74.2% | $5,439+100.1% |
| Admin fee / account holder | $1,579 | $10,905-85.5% | $9,243-82.9% | $10,885-85.5% |