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 | $485,195 | $109,817+341.8% | $98,442+392.9% | $167,490+189.7% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 12.81% | 1956.69%-1943.9pp | 1492.73%-1479.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $16,778 | $3,224+420.4% | $2,960+466.9% | $4,837+246.8% |
| Participant deferral / active EE | $9,158 | $4,673+96.0% | $4,276+114.2% | $6,341+44.4% |
| Admin fee / account holder | $2,377 | $6,753-64.8% | $5,949-60.0% | $12,309-80.7% |