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 | $692,947 | $245,885+181.8% | $198,754+248.6% | $357,791+93.7% |
| Participation rate | 90.9% | 84.2%+6.7pp | 81.4%+9.5pp | 85.6%+5.3pp |
| Annual return | 17.61% | 5953.41%-5935.8pp | 4947.04%-4929.4pp | 396.79%-379.2pp |
| Employer contribution / active EE | $11,818 | $4,089+189.1% | $4,008+194.8% | $7,508+57.4% |
| Participant deferral / active EE | $15,209 | $4,533+235.5% | $4,138+267.5% | $5,521+175.5% |
| Admin fee / account holder | $70,465 | $12,849+448.4% | $12,082+483.2% | $28,387+148.2% |