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 5-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 | $462,604 | $209,832+120.5% | $189,513+144.1% | $167,490+176.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 26.02% | 748.27%-722.3pp | 555.15%-529.1pp | 478.56%-452.5pp |
| Employer contribution / active EE | $7,171 | $6,914+3.7% | $6,162+16.4% | $4,837+48.2% |
| Participant deferral / active EE | $7,746 | $8,935-13.3% | $8,221-5.8% | $6,341+22.2% |
| Admin fee / account holder | $104,443 | $14,293+630.7% | $12,045+767.1% | $12,309+748.5% |