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 | $645,309 | $209,832+207.5% | $189,513+240.5% | $167,490+285.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.48% | 748.27%-734.8pp | 555.15%-541.7pp | 478.56%-465.1pp |
| Employer contribution / active EE | $14,167 | $6,914+104.9% | $6,162+129.9% | $4,837+192.9% |
| Participant deferral / active EE | $8,667 | $8,935-3.0% | $8,221+5.4% | $6,341+36.7% |
| Admin fee / account holder | $30,264 | $14,293+111.7% | $12,045+151.3% | $12,309+145.9% |