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 | $691,210 | $202,318+241.6% | $172,739+300.1% | $152,861+352.2% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 14.49% | 1029.65%-1015.2pp | 802.84%-788.3pp | 345.32%-330.8pp |
| Employer contribution / active EE | $3,767 | $5,856-35.7% | $5,143-26.8% | $4,762-20.9% |
| Participant deferral / active EE | $6,701 | $5,948+12.7% | $5,198+28.9% | $5,850+14.5% |
| Admin fee / account holder | $33,211 | $17,109+94.1% | $13,954+138.0% | $11,596+186.4% |