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 | $387,610 | $202,318+91.6% | $172,739+124.4% | $152,861+153.6% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.4%+12.8pp |
| Annual return | 19.72% | 1029.65%-1009.9pp | 802.84%-783.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $11,599 | $5,856+98.1% | $5,143+125.5% | $4,762+143.6% |
| Participant deferral / active EE | $5,974 | $5,948+0.4% | $5,198+14.9% | $5,850+2.1% |
| Admin fee / account holder | $16,128 | $17,109-5.7% | $13,954+15.6% | $11,596+39.1% |