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 | $348,948 | $150,440+132.0% | $136,294+156.0% | $147,584+136.4% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 19.75% | 1049.08%-1029.3pp | 5155.94%-5136.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,920 | $5,256-44.4% | $4,695-37.8% | $4,876-40.1% |
| Participant deferral / active EE | $11,508 | $6,630+73.6% | $6,247+84.2% | $5,439+111.6% |
| Admin fee / account holder | $3,488 | $10,905-68.0% | $9,243-62.3% | $10,885-68.0% |