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 | $350,041 | $150,440+132.7% | $136,294+156.8% | $147,584+137.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 20.76% | 1049.08%-1028.3pp | 5155.94%-5135.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $4,998 | $5,256-4.9% | $4,695+6.4% | $4,876+2.5% |
| Participant deferral / active EE | $12,202 | $6,630+84.0% | $6,247+95.3% | $5,439+124.3% |
| Admin fee / account holder | $5,083 | $10,905-53.4% | $9,243-45.0% | $10,885-53.3% |