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 | $344,584 | $93,024+270.4% | $77,024+347.4% | $134,475+156.2% |
| Participation rate | 88.2% | 74.5%+13.8pp | 67.9%+20.3pp | 81.2%+7.0pp |
| Annual return | 16279.73% | 62.60%+16217.1pp | 42.32%+16237.4pp | 417.96%+15861.8pp |
| Employer contribution / active EE | $9,922 | $3,418+190.3% | $2,812+252.8% | $4,740+109.3% |
| Participant deferral / active EE | $18,670 | $5,238+256.5% | $4,426+321.8% | $6,400+191.7% |
| Admin fee / account holder | $589 | $6,944-91.5% | $5,425-89.2% | $11,426-94.8% |