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 | $645,492 | $150,440+329.1% | $136,294+373.6% | $147,584+337.4% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 22.22% | 1049.08%-1026.9pp | 5155.94%-5133.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $8,054 | $5,256+53.2% | $4,695+71.5% | $4,876+65.2% |
| Participant deferral / active EE | $8,152 | $6,630+22.9% | $6,247+30.5% | $5,439+49.9% |
| Admin fee / account holder | $22,925 | $10,905+110.2% | $9,243+148.0% | $10,885+110.6% |