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 | $678,991 | $171,865+295.1% | $149,718+353.5% | $147,584+360.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.61% | 2113.22%-2100.6pp | 1501.63%-1489.0pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,955 | $6,275-52.9% | $5,445-45.7% | $4,876-39.4% |
| Participant deferral / active EE | $10,467 | $7,271+44.0% | $6,569+59.3% | $5,439+92.4% |
| Admin fee / account holder | $16,564 | $13,799+20.0% | $11,283+46.8% | $10,885+52.2% |