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 | $462,615 | $150,440+207.5% | $136,294+239.4% | $147,584+213.5% |
| Participation rate | 91.3% | 84.4%+6.9pp | 81.9%+9.4pp | 82.8%+8.5pp |
| Annual return | 18.30% | 1049.08%-1030.8pp | 5155.94%-5137.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $4,039 | $5,256-23.1% | $4,695-14.0% | $4,876-17.2% |
| Participant deferral / active EE | $6,071 | $6,630-8.4% | $6,247-2.8% | $5,439+11.6% |
| Admin fee / account holder | $8,400 | $10,905-23.0% | $9,243-9.1% | $10,885-22.8% |