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 | $471,712 | $150,440+213.6% | $136,294+246.1% | $147,584+219.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.07% | 1049.08%-1036.0pp | 5155.94%-5142.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $7,114 | $5,256+35.3% | $4,695+51.5% | $4,876+45.9% |
| Participant deferral / active EE | $10,850 | $6,630+63.6% | $6,247+73.7% | $5,439+99.5% |
| Admin fee / account holder | $3,705 | $10,905-66.0% | $9,243-59.9% | $10,885-66.0% |