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 | $365,184 | $150,440+142.7% | $136,294+167.9% | $147,584+147.4% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 19.28% | 1049.08%-1029.8pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $5,499 | $5,256+4.6% | $4,695+17.1% | $4,876+12.8% |
| Participant deferral / active EE | $12,267 | $6,630+85.0% | $6,247+96.4% | $5,439+125.5% |
| Admin fee / account holder | $6,821 | $10,905-37.4% | $9,243-26.2% | $10,885-37.3% |