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 | $366,279 | $209,832+74.6% | $189,513+93.3% | $167,490+118.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.95% | 748.27%-738.3pp | 555.15%-545.2pp | 478.56%-468.6pp |
| Employer contribution / active EE | $22,143 | $6,914+220.3% | $6,162+259.4% | $4,837+357.7% |
| Participant deferral / active EE | $11,742 | $8,935+31.4% | $8,221+42.8% | $6,341+85.2% |
| Admin fee / account holder | $62,365 | $14,293+336.3% | $12,045+417.8% | $12,309+406.7% |