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 | $465,222 | $150,440+209.2% | $136,294+241.3% | $147,584+215.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.26% | 1049.08%-1036.8pp | 5155.94%-5143.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $17,405 | $5,256+231.1% | $4,695+270.7% | $4,876+256.9% |
| Participant deferral / active EE | $9,887 | $6,630+49.1% | $6,247+58.3% | $5,439+81.8% |
| Admin fee / account holder | $9,435 | $10,905-13.5% | $9,243+2.1% | $10,885-13.3% |