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 | $663,542 | $96,635+586.6% | $86,612+666.1% | $139,434+375.9% |
| Participation rate | 95.8% | 74.4%+21.4pp | 71.7%+24.1pp | 80.3%+15.5pp |
| Annual return | 26.70% | 106.41%-79.7pp | 591.07%-564.4pp | 372.94%-346.2pp |
| Employer contribution / active EE | $5,555 | $3,263+70.3% | $3,022+83.8% | $4,751+16.9% |
| Participant deferral / active EE | $17,585 | $4,836+263.6% | $4,438+296.3% | $6,710+162.1% |
| Admin fee / account holder | $19,758 | $6,408+208.3% | $5,614+251.9% | $11,403+73.3% |