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 | $346,508 | $150,440+130.3% | $136,294+154.2% | $147,584+134.8% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 14.01% | 1049.08%-1035.1pp | 5155.94%-5141.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $12,156 | $5,256+131.3% | $4,695+158.9% | $4,876+149.3% |
| Participant deferral / active EE | $8,677 | $6,630+30.9% | $6,247+38.9% | $5,439+59.5% |
| Admin fee / account holder | $1,119 | $10,905-89.7% | $9,243-87.9% | $10,885-89.7% |