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 | $799,457 | $177,572+350.2% | $154,803+416.4% | $142,382+461.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 283.17% | 65.07%+218.1pp | 58.88%+224.3pp | 217.08%+66.1pp |
| Employer contribution / active EE | $10,994 | $4,810+128.6% | $4,305+155.4% | $4,299+155.7% |
| Participant deferral / active EE | $11,935 | $6,272+90.3% | $5,540+115.4% | $6,507+83.4% |
| Admin fee / account holder | $5,111 | $16,786-69.6% | $14,329-64.3% | $12,624-59.5% |