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 | $342,041 | $150,440+127.4% | $136,294+151.0% | $147,584+131.8% |
| Participation rate | 78.9% | 84.4%-5.5pp | 81.9%-3.0pp | 82.8%-3.9pp |
| Annual return | 16.31% | 1049.08%-1032.8pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $3,368 | $5,256-35.9% | $4,695-28.3% | $4,876-30.9% |
| Participant deferral / active EE | $7,664 | $6,630+15.6% | $6,247+22.7% | $5,439+40.9% |
| Admin fee / account holder | $31,212 | $10,905+186.2% | $9,243+237.7% | $10,885+186.7% |