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 | $297,982 | $209,832+42.0% | $189,513+57.2% | $167,490+77.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.19% | 748.27%-732.1pp | 555.15%-539.0pp | 478.56%-462.4pp |
| Employer contribution / active EE | $6,205 | $6,914-10.2% | $6,162+0.7% | $4,837+28.3% |
| Participant deferral / active EE | $7,246 | $8,935-18.9% | $8,221-11.9% | $6,341+14.3% |
| Admin fee / account holder | $49,281 | $14,293+244.8% | $12,045+309.1% | $12,309+300.4% |