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 | $562,247 | $171,865+227.1% | $149,718+275.5% | $147,584+281.0% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 19.22% | 2113.22%-2094.0pp | 1501.63%-1482.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,635 | $6,275-74.0% | $5,445-70.0% | $4,876-66.5% |
| Participant deferral / active EE | $13,479 | $7,271+85.4% | $6,569+105.2% | $5,439+147.8% |
| Admin fee / account holder | $27,010 | $13,799+95.7% | $11,283+139.4% | $10,885+148.1% |