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 | $479,759 | $209,832+128.6% | $189,513+153.2% | $167,490+186.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.02% | 748.27%-729.3pp | 555.15%-536.1pp | 478.56%-459.5pp |
| Employer contribution / active EE | $15,357 | $6,914+122.1% | $6,162+149.2% | $4,837+217.5% |
| Participant deferral / active EE | $12,136 | $8,935+35.8% | $8,221+47.6% | $6,341+91.4% |
| Admin fee / account holder | $19,192 | $14,293+34.3% | $12,045+59.3% | $12,309+55.9% |