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 | $587,562 | $169,032+247.6% | $129,207+354.7% | $145,922+302.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.72% | 14330.11%-14307.4pp | 9417.33%-9394.6pp | 561.29%-538.6pp |
| Employer contribution / active EE | $5,453 | $5,537-1.5% | $4,153+31.3% | $4,660+17.0% |
| Participant deferral / active EE | $17,048 | $4,987+241.8% | $4,168+309.1% | $6,688+154.9% |
| Admin fee / account holder | $1,310 | $9,954-86.8% | $7,715-83.0% | $13,397-90.2% |