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 | $414,739 | $209,832+97.7% | $189,513+118.8% | $167,490+147.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.69% | 748.27%-733.6pp | 555.15%-540.5pp | 478.56%-463.9pp |
| Employer contribution / active EE | $9,277 | $6,914+34.2% | $6,162+50.6% | $4,837+91.8% |
| Participant deferral / active EE | $10,677 | $8,935+19.5% | $8,221+29.9% | $6,341+68.4% |
| Admin fee / account holder | $2,804 | $14,293-80.4% | $12,045-76.7% | $12,309-77.2% |