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 | $747,912 | $171,865+335.2% | $149,718+399.5% | $147,584+406.8% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 14.49% | 2113.22%-2098.7pp | 1501.63%-1487.1pp | 578.55%-564.1pp |
| Employer contribution / active EE | $3,971 | $6,275-36.7% | $5,445-27.1% | $4,876-18.6% |
| Participant deferral / active EE | $3,767 | $7,271-48.2% | $6,569-42.7% | $5,439-30.7% |
| Admin fee / account holder | $21,781 | $13,799+57.8% | $11,283+93.1% | $10,885+100.1% |