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 | $610,873 | $85,202+617.0% | $172,739+253.6% | $72,985+737.0% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 65.68% | 27.32%+38.4pp | 802.84%-737.2pp | 81.00%-15.3pp |
| Employer contribution / active EE | $37,357 | $3,324+1023.8% | $5,143+626.4% | $2,440+1431.1% |
| Participant deferral / active EE | $4,274 | $3,260+31.1% | $5,198-17.8% | $3,607+18.5% |
| Admin fee / account holder | $59,028 | $5,884+903.2% | $13,954+323.0% | $5,124+1051.9% |