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 | $695,381 | $109,817+533.2% | $98,442+606.4% | $167,490+315.2% |
| Participation rate | 93.8% | 75.8%+17.9pp | 73.3%+20.4pp | 82.1%+11.6pp |
| Annual return | 13.28% | 1956.69%-1943.4pp | 1492.73%-1479.4pp | 478.56%-465.3pp |
| Employer contribution / active EE | $15,184 | $3,224+371.0% | $2,960+413.0% | $4,837+213.9% |
| Participant deferral / active EE | $11,542 | $4,673+147.0% | $4,276+169.9% | $6,341+82.0% |
| Admin fee / account holder | $45,628 | $6,753+575.7% | $5,949+666.9% | $12,309+270.7% |