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 | $528,037 | $202,432+160.8% | $169,368+211.8% | $139,434+278.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.86% | 531.74%-510.9pp | 405.60%-384.7pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,395 | $4,692-49.0% | $4,013-40.3% | $4,751-49.6% |
| Participant deferral / active EE | $7,184 | $6,938+3.5% | $6,221+15.5% | $6,710+7.1% |
| Admin fee / account holder | $11,554 | $10,708+7.9% | $9,003+28.3% | $11,403+1.3% |