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 | $791,693 | $150,440+426.3% | $136,294+480.9% | $147,584+436.4% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 15.01% | 1049.08%-1034.1pp | 5155.94%-5140.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $5,379 | $5,256+2.3% | $4,695+14.5% | $4,876+10.3% |
| Participant deferral / active EE | $10,311 | $6,630+55.5% | $6,247+65.0% | $5,439+89.6% |
| Admin fee / account holder | $9,571 | $10,905-12.2% | $9,243+3.5% | $10,885-12.1% |