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 | $651,413 | $202,318+222.0% | $172,739+277.1% | $152,861+326.1% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 28.57% | 1029.65%-1001.1pp | 802.84%-774.3pp | 345.32%-316.8pp |
| Employer contribution / active EE | $23,339 | $5,856+298.5% | $5,143+353.8% | $4,762+390.1% |
| Participant deferral / active EE | $14,229 | $5,948+139.2% | $5,198+173.8% | $5,850+143.2% |
| Admin fee / account holder | $6,813 | $17,109-60.2% | $13,954-51.2% | $11,596-41.2% |