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 | $328,820 | $109,817+199.4% | $98,442+234.0% | $167,490+96.3% |
| Participation rate | 92.9% | 75.8%+17.0pp | 73.3%+19.5pp | 82.1%+10.8pp |
| Annual return | 17.52% | 1956.69%-1939.2pp | 1492.73%-1475.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $10,827 | $3,224+235.8% | $2,960+265.8% | $4,837+123.8% |
| Participant deferral / active EE | $3,964 | $4,673-15.2% | $4,276-7.3% | $6,341-37.5% |
| Admin fee / account holder | $8,982 | $6,753+33.0% | $5,949+51.0% | $12,309-27.0% |