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 | $473,579 | $150,440+214.8% | $136,294+247.5% | $147,584+220.9% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 11.06% | 1049.08%-1038.0pp | 5155.94%-5144.9pp | 578.55%-567.5pp |
| Employer contribution / active EE | $11,746 | $5,256+123.5% | $4,695+150.1% | $4,876+140.9% |
| Participant deferral / active EE | $3,805 | $6,630-42.6% | $6,247-39.1% | $5,439-30.0% |
| Admin fee / account holder | $1,647 | $10,905-84.9% | $9,243-82.2% | $10,885-84.9% |