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 | $806,983 | $150,440+436.4% | $136,294+492.1% | $147,584+446.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.29% | 1049.08%-1028.8pp | 5155.94%-5135.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $27,450 | $5,256+422.3% | $4,695+484.6% | $4,876+462.9% |
| Participant deferral / active EE | $21,396 | $6,630+222.7% | $6,247+242.5% | $5,439+293.4% |
| Admin fee / account holder | $603 | $10,905-94.5% | $9,243-93.5% | $10,885-94.5% |