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 | $472,100 | $209,832+125.0% | $189,513+149.1% | $167,490+181.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.96% | 748.27%-731.3pp | 555.15%-538.2pp | 478.56%-461.6pp |
| Employer contribution / active EE | $3,649 | $6,914-47.2% | $6,162-40.8% | $4,837-24.6% |
| Participant deferral / active EE | $9,136 | $8,935+2.2% | $8,221+11.1% | $6,341+44.1% |
| Admin fee / account holder | $43,561 | $14,293+204.8% | $12,045+261.7% | $12,309+253.9% |