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 | $557,318 | $150,440+270.5% | $136,294+308.9% | $147,584+277.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.81% | 1049.08%-1032.3pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $5,747 | $5,256+9.3% | $4,695+22.4% | $4,876+17.9% |
| Participant deferral / active EE | $8,298 | $6,630+25.2% | $6,247+32.8% | $5,439+52.6% |
| Admin fee / account holder | $3,908 | $10,905-64.2% | $9,243-57.7% | $10,885-64.1% |