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 | $806,934 | $202,318+298.8% | $172,739+367.1% | $152,861+427.9% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.4%+12.8pp |
| Annual return | 19.13% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $26,030 | $5,856+344.5% | $5,143+406.1% | $4,762+446.6% |
| Participant deferral / active EE | $21,090 | $5,948+254.6% | $5,198+305.8% | $5,850+260.5% |
| Admin fee / account holder | $3,392 | $17,109-80.2% | $13,954-75.7% | $11,596-70.7% |