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 | $518,451 | $100,852+414.1% | $90,404+473.5% | $158,922+226.2% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.7pp | 82.0%+11.4pp |
| Annual return | 16.43% | 1724.20%-1707.8pp | 1293.02%-1276.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $9,009 | $3,689+144.3% | $3,262+176.2% | $4,761+89.2% |
| Participant deferral / active EE | $14,095 | $4,348+224.2% | $3,963+255.6% | $5,982+135.6% |
| Admin fee / account holder | $20,469 | $6,501+214.8% | $5,611+264.8% | $11,246+82.0% |