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 3-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 | $795,532 | $70,669+1025.7% | $169,368+369.7% | $75,163+958.4% |
| Participation rate | 91.1% | 64.8%+26.3pp | 77.1%+13.9pp | 67.2%+23.9pp |
| Annual return | 1623.30% | 36.36%+1586.9pp | 405.60%+1217.7pp | 160.62%+1462.7pp |
| Employer contribution / active EE | $3,071 | $2,211+38.9% | $4,013-23.5% | $2,670+15.0% |
| Participant deferral / active EE | $6,571 | $4,311+52.4% | $6,221+5.6% | $4,125+59.3% |
| Admin fee / account holder | $126,117 | $5,402+2234.5% | $9,003+1300.8% | $5,651+2131.8% |