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 5-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 | $1,497,520 | $202,432+639.8% | $169,368+784.2% | $139,434+974.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.99% | 531.74%-513.7pp | 405.60%-387.6pp | 372.94%-355.0pp |
| Employer contribution / active EE | $17,021 | $4,692+262.7% | $4,013+324.2% | $4,751+258.3% |
| Participant deferral / active EE | $4,573 | $6,938-34.1% | $6,221-26.5% | $6,710-31.9% |
| Admin fee / account holder | $13,929 | $10,708+30.1% | $9,003+54.7% | $11,403+22.2% |