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 | $605,248 | $165,335+266.1% | $149,696+304.3% | $158,922+280.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 91.12% | 348.15%-257.0pp | 276.60%-185.5pp | 302.83%-211.7pp |
| Employer contribution / active EE | $15,500 | $5,103+203.8% | $4,644+233.7% | $4,761+225.6% |
| Participant deferral / active EE | $3,480 | $7,181-51.5% | $6,842-49.1% | $5,982-41.8% |
| Admin fee / account holder | $18,966 | $10,807+75.5% | $9,309+103.7% | $11,246+68.6% |