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 | $446,871 | $101,317+341.1% | $146,958+204.1% | $74,495+499.9% |
| Participation rate | 96.5% | 75.5%+21.0pp | 82.2%+14.3pp | 67.2%+29.3pp |
| Annual return | 13.87% | 8730.91%-8717.0pp | 418.34%-404.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $20,558 | $3,810+439.5% | $4,933+316.8% | $2,623+683.8% |
| Participant deferral / active EE | $12,174 | $7,303+66.7% | $8,070+50.9% | $4,346+180.1% |
| Admin fee / account holder | $21,938 | $1,739+1161.6% | $12,998+68.8% | $1,942+1029.8% |