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 | $574,229 | $171,865+234.1% | $149,718+283.5% | $147,584+289.1% |
| Participation rate | 93.3% | 88.2%+5.1pp | 87.1%+6.3pp | 82.8%+10.5pp |
| Annual return | 20.48% | 2113.22%-2092.7pp | 1501.63%-1481.1pp | 578.55%-558.1pp |
| Employer contribution / active EE | $5,492 | $6,275-12.5% | $5,445+0.9% | $4,876+12.6% |
| Participant deferral / active EE | $14,995 | $7,271+106.2% | $6,569+128.3% | $5,439+175.7% |
| Admin fee / account holder | $913 | $13,799-93.4% | $11,283-91.9% | $10,885-91.6% |