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 | $253,008 | $150,440+68.2% | $136,294+85.6% | $147,584+71.4% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 11.42% | 1049.08%-1037.7pp | 5155.94%-5144.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $13,195 | $5,256+151.0% | $4,695+181.0% | $4,876+170.6% |
| Participant deferral / active EE | $7,737 | $6,630+16.7% | $6,247+23.8% | $5,439+42.3% |
| Admin fee / account holder | $52,048 | $10,905+377.3% | $9,243+463.1% | $10,885+378.1% |