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 | $326,879 | $150,440+117.3% | $136,294+139.8% | $147,584+121.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 21.46% | 1049.08%-1027.6pp | 5155.94%-5134.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $10,729 | $5,256+104.1% | $4,695+128.5% | $4,876+120.0% |
| Participant deferral / active EE | $9,128 | $6,630+37.7% | $6,247+46.1% | $5,439+67.8% |
| Admin fee / account holder | $9,918 | $10,905-9.1% | $9,243+7.3% | $10,885-8.9% |