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 | $412,089 | $150,440+173.9% | $136,294+202.4% | $147,584+179.2% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 13.46% | 1049.08%-1035.6pp | 5155.94%-5142.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $14,879 | $5,256+183.1% | $4,695+216.9% | $4,876+205.1% |
| Participant deferral / active EE | $14,513 | $6,630+118.9% | $6,247+132.3% | $5,439+166.9% |
| Admin fee / account holder | $16,567 | $10,905+51.9% | $9,243+79.2% | $10,885+52.2% |