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 | $622,615 | $150,440+313.9% | $136,294+356.8% | $147,584+321.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.38% | 1049.08%-1035.7pp | 5155.94%-5142.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $20,261 | $5,256+285.5% | $4,695+331.5% | $4,876+315.5% |
| Participant deferral / active EE | $16,350 | $6,630+146.6% | $6,247+161.7% | $5,439+200.6% |
| Admin fee / account holder | $20,973 | $10,905+92.3% | $9,243+126.9% | $10,885+92.7% |