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 | $477,692 | $150,440+217.5% | $136,294+250.5% | $147,584+223.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 19.59% | 1049.08%-1029.5pp | 5155.94%-5136.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,166 | $5,256-58.8% | $4,695-53.9% | $4,876-55.6% |
| Participant deferral / active EE | $5,667 | $6,630-14.5% | $6,247-9.3% | $5,439+4.2% |
| Admin fee / account holder | $5,120 | $10,905-53.0% | $9,243-44.6% | $10,885-53.0% |