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 | $369,965 | $209,832+76.3% | $189,513+95.2% | $167,490+120.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.04% | 748.27%-733.2pp | 555.15%-540.1pp | 478.56%-463.5pp |
| Employer contribution / active EE | $6,804 | $6,914-1.6% | $6,162+10.4% | $4,837+40.7% |
| Participant deferral / active EE | $14,544 | $8,935+62.8% | $8,221+76.9% | $6,341+129.4% |
| Admin fee / account holder | $1,266 | $14,293-91.1% | $12,045-89.5% | $12,309-89.7% |