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 8-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 | $550,194 | $209,832+162.2% | $189,513+190.3% | $167,490+228.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.66% | 748.27%-731.6pp | 555.15%-538.5pp | 478.56%-461.9pp |
| Employer contribution / active EE | $4,710 | $6,914-31.9% | $6,162-23.6% | $4,837-2.6% |
| Participant deferral / active EE | $9,750 | $8,935+9.1% | $8,221+18.6% | $6,341+53.8% |
| Admin fee / account holder | $218,017 | $14,293+1425.3% | $12,045+1710.0% | $12,309+1671.2% |