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 | $417,979 | $150,440+177.8% | $136,294+206.7% | $147,584+183.2% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 19.97% | 1049.08%-1029.1pp | 5155.94%-5136.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $4,377 | $5,256-16.7% | $4,695-6.8% | $4,876-10.2% |
| Participant deferral / active EE | $8,315 | $6,630+25.4% | $6,247+33.1% | $5,439+52.9% |
| Admin fee / account holder | $3,246 | $10,905-70.2% | $9,243-64.9% | $10,885-70.2% |