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 | $359,484 | $209,832+71.3% | $189,513+89.7% | $167,490+114.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.88% | 748.27%-732.4pp | 555.15%-539.3pp | 478.56%-462.7pp |
| Employer contribution / active EE | $23,958 | $6,914+246.5% | $6,162+288.8% | $4,837+395.2% |
| Participant deferral / active EE | $15,750 | $8,935+76.3% | $8,221+91.6% | $6,341+148.4% |
| Admin fee / account holder | $2,030 | $14,293-85.8% | $12,045-83.2% | $12,309-83.5% |