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 | $804,501 | $150,440+434.8% | $136,294+490.3% | $147,584+445.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 12.03% | 1049.08%-1037.1pp | 5155.94%-5143.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $27,132 | $5,256+416.2% | $4,695+477.8% | $4,876+456.4% |
| Participant deferral / active EE | $20,400 | $6,630+207.7% | $6,247+226.6% | $5,439+275.1% |
| Admin fee / account holder | $437 | $10,905-96.0% | $9,243-95.3% | $10,885-96.0% |