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 | $773,416 | $88,751+771.4% | $81,812+845.4% | $145,922+430.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 17.01% | 1025.40%-1008.4pp | 773.79%-756.8pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,748 | $3,083-10.9% | $2,912-5.7% | $4,660-41.0% |
| Participant deferral / active EE | $14,436 | $4,643+210.9% | $4,319+234.3% | $6,688+115.9% |
| Admin fee / account holder | $17,574 | $8,415+108.8% | $7,386+137.9% | $13,397+31.2% |