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 | $357,246 | $150,440+137.5% | $136,294+162.1% | $147,584+142.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 11.03% | 1049.08%-1038.1pp | 5155.94%-5144.9pp | 578.55%-567.5pp |
| Employer contribution / active EE | $4,762 | $5,256-9.4% | $4,695+1.4% | $4,876-2.4% |
| Participant deferral / active EE | $12,891 | $6,630+94.4% | $6,247+106.3% | $5,439+137.0% |
| Admin fee / account holder | $77,970 | $10,905+615.0% | $9,243+743.5% | $10,885+616.3% |