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 | $835,942 | $150,440+455.7% | $136,294+513.3% | $147,584+466.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 20.16% | 1049.08%-1028.9pp | 5155.94%-5135.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $5,707 | $5,256+8.6% | $4,695+21.5% | $4,876+17.0% |
| Participant deferral / active EE | $13,714 | $6,630+106.8% | $6,247+119.5% | $5,439+152.2% |
| Admin fee / account holder | $22,379 | $10,905+105.2% | $9,243+142.1% | $10,885+105.6% |