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 | $818,841 | $209,411+291.0% | $178,490+358.8% | $158,922+415.2% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 49.32% | 188.75%-139.4pp | 151.07%-101.8pp | 302.83%-253.5pp |
| Employer contribution / active EE | $17,860 | $5,706+213.0% | $5,011+256.4% | $4,761+275.1% |
| Participant deferral / active EE | $17,750 | $5,954+198.1% | $5,202+241.2% | $5,982+196.7% |
| Admin fee / account holder | $57,813 | $17,074+238.6% | $13,984+313.4% | $11,246+414.1% |