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 | $410,732 | $109,817+274.0% | $98,442+317.2% | $167,490+145.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.28% | 1956.69%-1941.4pp | 1492.73%-1477.4pp | 478.56%-463.3pp |
| Employer contribution / active EE | $24,710 | $3,224+666.5% | $2,960+734.9% | $4,837+410.8% |
| Participant deferral / active EE | $11,771 | $4,673+151.9% | $4,276+175.3% | $6,341+85.6% |
| Admin fee / account holder | $2,384 | $6,753-64.7% | $5,949-59.9% | $12,309-80.6% |