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 8-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 | $946,483 | $202,318+367.8% | $172,739+447.9% | $152,861+519.2% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.4%+13.0pp |
| Annual return | 22.25% | 1029.65%-1007.4pp | 802.84%-780.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $29,864 | $5,856+410.0% | $5,143+480.7% | $4,762+527.1% |
| Participant deferral / active EE | $21,696 | $5,948+264.8% | $5,198+317.4% | $5,850+270.9% |
| Admin fee / account holder | $105,207 | $17,109+514.9% | $13,954+654.0% | $11,596+807.2% |