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 | $557,481 | $109,817+407.6% | $98,442+466.3% | $167,490+232.8% |
| Participation rate | 95.7% | 75.8%+19.8pp | 73.3%+22.3pp | 82.1%+13.5pp |
| Annual return | 14.90% | 1956.69%-1941.8pp | 1492.73%-1477.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $11,804 | $3,224+266.1% | $2,960+298.8% | $4,837+144.0% |
| Participant deferral / active EE | $17,176 | $4,673+267.5% | $4,276+301.7% | $6,341+170.9% |
| Admin fee / account holder | $29,673 | $6,753+339.4% | $5,949+398.8% | $12,309+141.1% |