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 | $575,745 | $209,832+174.4% | $189,513+203.8% | $167,490+243.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.06% | 748.27%-730.2pp | 555.15%-537.1pp | 478.56%-460.5pp |
| Employer contribution / active EE | $22,553 | $6,914+226.2% | $6,162+266.0% | $4,837+366.2% |
| Participant deferral / active EE | $15,028 | $8,935+68.2% | $8,221+82.8% | $6,341+137.0% |
| Admin fee / account holder | $14,388 | $14,293+0.7% | $12,045+19.4% | $12,309+16.9% |