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 | $551,182 | $209,411+163.2% | $178,490+208.8% | $158,922+246.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1527.05% | 188.75%+1338.3pp | 151.07%+1376.0pp | 302.83%+1224.2pp |
| Employer contribution / active EE | $1,703 | $5,706-70.2% | $5,011-66.0% | $4,761-64.2% |
| Participant deferral / active EE | $12,883 | $5,954+116.4% | $5,202+147.7% | $5,982+115.4% |
| Admin fee / account holder | $313 | $17,074-98.2% | $13,984-97.8% | $11,246-97.2% |