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 | $252,750 | $209,832+20.5% | $189,513+33.4% | $167,490+50.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.86% | 748.27%-736.4pp | 555.15%-543.3pp | 478.56%-466.7pp |
| Employer contribution / active EE | $7,599 | $6,914+9.9% | $6,162+23.3% | $4,837+57.1% |
| Participant deferral / active EE | $5,087 | $8,935-43.1% | $8,221-38.1% | $6,341-19.8% |
| Admin fee / account holder | $102,668 | $14,293+618.3% | $12,045+752.4% | $12,309+734.1% |