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 | $482,684 | $202,318+138.6% | $172,739+179.4% | $152,861+215.8% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 16.56% | 1029.65%-1013.1pp | 802.84%-786.3pp | 345.32%-328.8pp |
| Employer contribution / active EE | $4,135 | $5,856-29.4% | $5,143-19.6% | $4,762-13.2% |
| Participant deferral / active EE | $12,598 | $5,948+111.8% | $5,198+142.4% | $5,850+115.3% |
| Admin fee / account holder | $247,210 | $17,109+1344.9% | $13,954+1671.6% | $11,596+2031.8% |