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 | $466,007 | $109,817+324.3% | $98,442+373.4% | $167,490+178.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.45% | 1956.69%-1938.2pp | 1492.73%-1474.3pp | 478.56%-460.1pp |
| Employer contribution / active EE | $17,750 | $3,224+450.6% | $2,960+499.7% | $4,837+266.9% |
| Participant deferral / active EE | $9,131 | $4,673+95.4% | $4,276+113.5% | $6,341+44.0% |
| Admin fee / account holder | $739 | $6,753-89.1% | $5,949-87.6% | $12,309-94.0% |