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 | $982,749 | $201,272+388.3% | $184,203+433.5% | $145,922+573.5% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 487.26% | 29.00%+458.3pp | 28.81%+458.5pp | 561.29%-74.0pp |
| Employer contribution / active EE | $23,198 | $7,022+230.4% | $6,427+260.9% | $4,660+397.9% |
| Participant deferral / active EE | $10,167 | $9,806+3.7% | $9,131+11.3% | $6,688+52.0% |
| Admin fee / account holder | $3,669 | $16,364-77.6% | $13,901-73.6% | $13,397-72.6% |