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 | $470,281 | $58,927+698.1% | $76,817+512.2% | $72,985+544.4% |
| Participation rate | 88.5% | 67.3%+21.1pp | 72.1%+16.4pp | 69.5%+19.0pp |
| Annual return | 20.56% | 2305.64%-2285.1pp | 1166.11%-1145.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,084 | $1,787+16.6% | $2,302-9.5% | $2,440-14.6% |
| Participant deferral / active EE | $5,877 | $2,690+118.4% | $3,336+76.2% | $3,607+62.9% |
| Admin fee / account holder | $23,281 | $4,013+480.2% | $6,420+262.6% | $5,124+354.3% |