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 | $729,298 | $150,440+384.8% | $136,294+435.1% | $147,584+394.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.95% | 1049.08%-1028.1pp | 5155.94%-5135.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $7,559 | $5,256+43.8% | $4,695+61.0% | $4,876+55.0% |
| Participant deferral / active EE | $15,396 | $6,630+132.2% | $6,247+146.4% | $5,439+183.1% |
| Admin fee / account holder | $3,992 | $10,905-63.4% | $9,243-56.8% | $10,885-63.3% |