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 | $714,005 | $202,318+252.9% | $172,739+313.3% | $152,861+367.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 18.72% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $12,355 | $5,856+111.0% | $5,143+140.2% | $4,762+159.4% |
| Participant deferral / active EE | $13,375 | $5,948+124.9% | $5,198+157.3% | $5,850+128.6% |
| Admin fee / account holder | $137,513 | $17,109+703.8% | $13,954+885.5% | $11,596+1085.8% |