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 | $514,681 | $100,852+410.3% | $90,404+469.3% | $158,922+223.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 10.39% | 1724.20%-1713.8pp | 1293.02%-1282.6pp | 302.83%-292.4pp |
| Employer contribution / active EE | $3,019 | $3,689-18.2% | $3,262-7.5% | $4,761-36.6% |
| Participant deferral / active EE | $10,004 | $4,348+130.1% | $3,963+152.4% | $5,982+67.2% |
| Admin fee / account holder | $25,000 | $6,501+284.6% | $5,611+345.6% | $11,246+122.3% |