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 | $692,409 | $150,440+360.3% | $136,294+408.0% | $147,584+369.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.91% | 1049.08%-1031.2pp | 5155.94%-5138.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $4,873 | $5,256-7.3% | $4,695+3.8% | $4,876-0.1% |
| Participant deferral / active EE | $18,000 | $6,630+171.5% | $6,247+188.1% | $5,439+231.0% |
| Admin fee / account holder | $5,902 | $10,905-45.9% | $9,243-36.1% | $10,885-45.8% |