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 | $560,690 | $150,440+272.7% | $136,294+311.4% | $147,584+279.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 17.88% | 1049.08%-1031.2pp | 5155.94%-5138.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $7,207 | $5,256+37.1% | $4,695+53.5% | $4,876+47.8% |
| Participant deferral / active EE | $8,417 | $6,630+26.9% | $6,247+34.7% | $5,439+54.8% |
| Admin fee / account holder | $15,764 | $10,905+44.6% | $9,243+70.5% | $10,885+44.8% |