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 | $774,981 | $202,318+283.1% | $172,739+348.6% | $152,861+407.0% |
| Participation rate | 76.5% | 87.1%-10.6pp | 82.6%-6.2pp | 82.4%-6.0pp |
| Annual return | 23.45% | 1029.65%-1006.2pp | 802.84%-779.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $24,939 | $5,856+325.9% | $5,143+384.9% | $4,762+423.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $214,641 | $17,109+1154.6% | $13,954+1438.2% | $11,596+1750.9% |