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 | $296,439 | $150,440+97.0% | $136,294+117.5% | $147,584+100.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.31% | 1049.08%-1037.8pp | 5155.94%-5144.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $26,901 | $5,256+411.8% | $4,695+472.9% | $4,876+451.7% |
| Participant deferral / active EE | $6,006 | $6,630-9.4% | $6,247-3.9% | $5,439+10.4% |
| Admin fee / account holder | $84,194 | $10,905+672.0% | $9,243+810.9% | $10,885+673.5% |