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 | $623,635 | $150,440+314.5% | $136,294+357.6% | $147,584+322.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.35% | 1049.08%-1029.7pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $5,202 | $5,256-1.0% | $4,695+10.8% | $4,876+6.7% |
| Participant deferral / active EE | $10,409 | $6,630+57.0% | $6,247+66.6% | $5,439+91.4% |
| Admin fee / account holder | $9,315 | $10,905-14.6% | $9,243+0.8% | $10,885-14.4% |