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 | $1,149,554 | $209,832+447.8% | $189,513+506.6% | $167,490+586.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 26.32% | 748.27%-721.9pp | 555.15%-528.8pp | 478.56%-452.2pp |
| Employer contribution / active EE | $5,720 | $6,914-17.3% | $6,162-7.2% | $4,837+18.2% |
| Participant deferral / active EE | $14,498 | $8,935+62.3% | $8,221+76.4% | $6,341+128.6% |
| Admin fee / account holder | $30,483 | $14,293+113.3% | $12,045+153.1% | $12,309+147.6% |