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 | $769,561 | $109,817+600.8% | $98,442+681.7% | $167,490+359.5% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 11.31% | 1956.69%-1945.4pp | 1492.73%-1481.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $5,000 | $3,224+55.1% | $2,960+68.9% | $4,837+3.4% |
| Participant deferral / active EE | $2,094 | $4,673-55.2% | $4,276-51.0% | $6,341-67.0% |
| Admin fee / account holder | $18,343 | $6,753+171.6% | $5,949+208.3% | $12,309+49.0% |