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 | $278,974 | $209,832+33.0% | $189,513+47.2% | $167,490+66.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.40% | 748.27%-728.9pp | 555.15%-535.8pp | 478.56%-459.2pp |
| Employer contribution / active EE | $9,754 | $6,914+41.1% | $6,162+58.3% | $4,837+101.6% |
| Participant deferral / active EE | $9,750 | $8,935+9.1% | $8,221+18.6% | $6,341+53.8% |
| Admin fee / account holder | $770 | $14,293-94.6% | $12,045-93.6% | $12,309-93.7% |