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 | $1,066,058 | $171,865+520.3% | $149,718+612.0% | $147,584+622.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.14% | 2113.22%-2094.1pp | 1501.63%-1482.5pp | 578.55%-559.4pp |
| Employer contribution / active EE | $3,300 | $6,275-47.4% | $5,445-39.4% | $4,876-32.3% |
| Participant deferral / active EE | $21,167 | $7,271+191.1% | $6,569+222.2% | $5,439+289.2% |
| Admin fee / account holder | $15,778 | $13,799+14.3% | $11,283+39.8% | $10,885+44.9% |