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 | $381,860 | $202,318+88.7% | $172,739+121.1% | $152,861+149.8% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 23.07% | 1029.65%-1006.6pp | 802.84%-779.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $19,333 | $5,856+230.1% | $5,143+275.9% | $4,762+306.0% |
| Participant deferral / active EE | $18,800 | $5,948+216.1% | $5,198+261.7% | $5,850+221.4% |
| Admin fee / account holder | $6,889 | $17,109-59.7% | $13,954-50.6% | $11,596-40.6% |