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 | $579,876 | $150,440+285.5% | $136,294+325.5% | $147,584+292.9% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 14.14% | 1049.08%-1034.9pp | 5155.94%-5141.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $13,889 | $5,256+164.2% | $4,695+195.8% | $4,876+184.8% |
| Participant deferral / active EE | $16,021 | $6,630+141.6% | $6,247+156.5% | $5,439+194.6% |
| Admin fee / account holder | $46,294 | $10,905+324.5% | $9,243+400.8% | $10,885+325.3% |