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 | $691,237 | $209,832+229.4% | $189,513+264.7% | $167,490+312.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.06% | 748.27%-726.2pp | 555.15%-533.1pp | 478.56%-456.5pp |
| Employer contribution / active EE | $32,036 | $6,914+363.4% | $6,162+419.9% | $4,837+562.2% |
| Participant deferral / active EE | $20,240 | $8,935+126.5% | $8,221+146.2% | $6,341+219.2% |
| Admin fee / account holder | $3,093 | $14,293-78.4% | $12,045-74.3% | $12,309-74.9% |