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 | $385,776 | $150,440+156.4% | $136,294+183.0% | $147,584+161.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.25% | 1049.08%-1031.8pp | 5155.94%-5138.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,742 | $5,256-47.8% | $4,695-41.6% | $4,876-43.8% |
| Participant deferral / active EE | $9,877 | $6,630+49.0% | $6,247+58.1% | $5,439+81.6% |
| Admin fee / account holder | $5,310 | $10,905-51.3% | $9,243-42.6% | $10,885-51.2% |