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 | $500,963 | $150,440+233.0% | $136,294+267.6% | $147,584+239.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 13.73% | 1049.08%-1035.3pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $50,319 | $5,256+857.3% | $4,695+971.6% | $4,876+931.9% |
| Participant deferral / active EE | $5,323 | $6,630-19.7% | $6,247-14.8% | $5,439-2.1% |
| Admin fee / account holder | $11,287 | $10,905+3.5% | $9,243+22.1% | $10,885+3.7% |