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 | $428,775 | $100,852+325.2% | $90,404+374.3% | $158,922+169.8% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 8.36% | 1724.20%-1715.8pp | 1293.02%-1284.7pp | 302.83%-294.5pp |
| Employer contribution / active EE | $13,538 | $3,689+267.0% | $3,262+315.0% | $4,761+184.3% |
| Participant deferral / active EE | $3,988 | $4,348-8.3% | $3,963+0.6% | $5,982-33.3% |
| Admin fee / account holder | $101,111 | $6,501+1455.3% | $5,611+1702.1% | $11,246+799.1% |