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 | $719,231 | $137,414+423.4% | $189,513+279.5% | $85,850+737.8% |
| Participation rate | 88.9% | 84.6%+4.3pp | 87.8%+1.1pp | 69.3%+19.6pp |
| Annual return | 15.46% | 38.14%-22.7pp | 555.15%-539.7pp | 318.53%-303.1pp |
| Employer contribution / active EE | $43,041 | $4,344+890.7% | $6,162+598.5% | $2,565+1577.9% |
| Participant deferral / active EE | $3,037 | $6,260-51.5% | $8,221-63.1% | $3,952-23.1% |
| Admin fee / account holder | $90,849 | $8,630+952.8% | $12,045+654.3% | $6,260+1351.3% |