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 | $357,562 | $124,185+187.9% | $108,410+229.8% | $167,490+113.5% |
| Participation rate | 91.7% | 82.3%+9.4pp | 80.1%+11.5pp | 82.1%+9.6pp |
| Annual return | 17.84% | 1379.64%-1361.8pp | 905.27%-887.4pp | 478.56%-460.7pp |
| Employer contribution / active EE | $6,232 | $4,187+48.9% | $3,558+75.1% | $4,837+28.8% |
| Participant deferral / active EE | $13,799 | $6,908+99.7% | $6,563+110.3% | $6,341+117.6% |
| Admin fee / account holder | $16,748 | $9,455+77.1% | $7,295+129.6% | $12,309+36.1% |