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 | $300,711 | $209,832+43.3% | $189,513+58.7% | $167,490+79.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.91% | 748.27%-731.4pp | 555.15%-538.2pp | 478.56%-461.6pp |
| Employer contribution / active EE | $7,331 | $6,914+6.0% | $6,162+19.0% | $4,837+51.6% |
| Participant deferral / active EE | $10,273 | $8,935+15.0% | $8,221+25.0% | $6,341+62.0% |
| Admin fee / account holder | $778 | $14,293-94.6% | $12,045-93.5% | $12,309-93.7% |