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 | $662,358 | $137,414+382.0% | $189,513+249.5% | $85,850+671.5% |
| Participation rate | 96.6% | 84.6%+11.9pp | 87.8%+8.7pp | 69.3%+27.2pp |
| Annual return | 19.77% | 38.14%-18.4pp | 555.15%-535.4pp | 318.53%-298.8pp |
| Employer contribution / active EE | $13,730 | $4,344+216.0% | $6,162+122.8% | $2,565+435.3% |
| Participant deferral / active EE | $17,015 | $6,260+171.8% | $8,221+107.0% | $3,952+330.6% |
| Admin fee / account holder | $27,984 | $8,630+224.3% | $12,045+132.3% | $6,260+347.0% |