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 | $428,571 | $150,440+184.9% | $136,294+214.4% | $147,584+190.4% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 15.81% | 1049.08%-1033.3pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $6,646 | $5,256+26.4% | $4,695+41.5% | $4,876+36.3% |
| Participant deferral / active EE | $10,929 | $6,630+64.8% | $6,247+74.9% | $5,439+100.9% |
| Admin fee / account holder | $677 | $10,905-93.8% | $9,243-92.7% | $10,885-93.8% |