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 | $447,157 | $150,440+197.2% | $136,294+228.1% | $147,584+203.0% |
| Participation rate | 84.2% | 84.4%-0.2pp | 81.9%+2.3pp | 82.8%+1.4pp |
| Annual return | 16.28% | 1049.08%-1032.8pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $8,016 | $5,256+52.5% | $4,695+70.7% | $4,876+64.4% |
| Participant deferral / active EE | $9,421 | $6,630+42.1% | $6,247+50.8% | $5,439+73.2% |
| Admin fee / account holder | $25,058 | $10,905+129.8% | $9,243+171.1% | $10,885+130.2% |