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 | $399,015 | $150,440+165.2% | $136,294+192.8% | $147,584+170.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 15.87% | 1049.08%-1033.2pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $11,831 | $5,256+125.1% | $4,695+152.0% | $4,876+142.6% |
| Participant deferral / active EE | $4,510 | $6,630-32.0% | $6,247-27.8% | $5,439-17.1% |
| Admin fee / account holder | $5,384 | $10,905-50.6% | $9,243-41.8% | $10,885-50.5% |