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 | $861,881 | $209,832+310.7% | $189,513+354.8% | $167,490+414.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.57% | 748.27%-735.7pp | 555.15%-542.6pp | 478.56%-466.0pp |
| Employer contribution / active EE | $15,266 | $6,914+120.8% | $6,162+147.8% | $4,837+215.6% |
| Participant deferral / active EE | $17,417 | $8,935+94.9% | $8,221+111.9% | $6,341+174.7% |
| Admin fee / account holder | $5,468 | $14,293-61.7% | $12,045-54.6% | $12,309-55.6% |