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 | $415,642 | $109,817+278.5% | $98,442+322.2% | $167,490+148.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.35% | 1956.69%-1944.3pp | 1492.73%-1480.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $21,080 | $3,224+553.9% | $2,960+612.2% | $4,837+335.8% |
| Participant deferral / active EE | $10,248 | $4,673+119.3% | $4,276+139.6% | $6,341+61.6% |
| Admin fee / account holder | $27,536 | $6,753+307.8% | $5,949+362.9% | $12,309+123.7% |