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 | $290,000 | $171,865+68.7% | $149,718+93.7% | $147,584+96.5% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 13.26% | 2113.22%-2100.0pp | 1501.63%-1488.4pp | 578.55%-565.3pp |
| Employer contribution / active EE | $13,523 | $6,275+115.5% | $5,445+148.4% | $4,876+177.3% |
| Participant deferral / active EE | $17,820 | $7,271+145.1% | $6,569+171.3% | $5,439+227.7% |
| Admin fee / account holder | $47,042 | $13,799+240.9% | $11,283+316.9% | $10,885+332.2% |