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 | $402,915 | $150,440+167.8% | $136,294+195.6% | $147,584+173.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.02% | 1049.08%-1034.1pp | 5155.94%-5140.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $14,933 | $5,256+184.1% | $4,695+218.0% | $4,876+206.2% |
| Participant deferral / active EE | $11,635 | $6,630+75.5% | $6,247+86.2% | $5,439+113.9% |
| Admin fee / account holder | $3,527 | $10,905-67.7% | $9,243-61.8% | $10,885-67.6% |