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 | $863,165 | $210,648+309.8% | $177,989+385.0% | $145,922+491.5% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 15.51% | 385.86%-370.3pp | 294.48%-279.0pp | 561.29%-545.8pp |
| Employer contribution / active EE | $30,637 | $4,565+571.2% | $3,949+675.9% | $4,660+557.5% |
| Participant deferral / active EE | $15,071 | $6,958+116.6% | $6,276+140.1% | $6,688+125.3% |
| Admin fee / account holder | $474,826 | $12,013+3852.7% | $10,363+4481.8% | $13,397+3444.3% |