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 | $822,506 | $109,817+649.0% | $98,442+735.5% | $167,490+391.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.32% | 1956.69%-1946.4pp | 1492.73%-1482.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $22,295 | $3,224+591.5% | $2,960+653.3% | $4,837+360.9% |
| Participant deferral / active EE | $5,760 | $4,673+23.3% | $4,276+34.7% | $6,341-9.2% |
| Admin fee / account holder | $6,370 | $6,753-5.7% | $5,949+7.1% | $12,309-48.2% |