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 | $395,930 | $150,440+163.2% | $136,294+190.5% | $147,584+168.3% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 12.47% | 1049.08%-1036.6pp | 5155.94%-5143.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $8,621 | $5,256+64.0% | $4,695+83.6% | $4,876+76.8% |
| Participant deferral / active EE | $12,391 | $6,630+86.9% | $6,247+98.3% | $5,439+127.8% |
| Admin fee / account holder | $27,803 | $10,905+155.0% | $9,243+200.8% | $10,885+155.4% |