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 | $524,216 | $109,817+377.4% | $98,442+432.5% | $167,490+213.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 16.18% | 1956.69%-1940.5pp | 1492.73%-1476.5pp | 478.56%-462.4pp |
| Employer contribution / active EE | $12,722 | $3,224+294.6% | $2,960+329.8% | $4,837+163.0% |
| Participant deferral / active EE | $3,035 | $4,673-35.1% | $4,276-29.0% | $6,341-52.1% |
| Admin fee / account holder | $121,283 | $6,753+1696.1% | $5,949+1938.6% | $12,309+885.3% |