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 | $388,050 | $150,440+157.9% | $136,294+184.7% | $147,584+162.9% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 19.36% | 1049.08%-1029.7pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,517 | $5,256-52.1% | $4,695-46.4% | $4,876-48.4% |
| Participant deferral / active EE | $8,245 | $6,630+24.3% | $6,247+32.0% | $5,439+51.6% |
| Admin fee / account holder | $2,322 | $10,905-78.7% | $9,243-74.9% | $10,885-78.7% |