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 | $427,867 | $202,318+111.5% | $172,739+147.7% | $152,861+179.9% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 16.23% | 1029.65%-1013.4pp | 802.84%-786.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $12,835 | $5,856+119.2% | $5,143+149.6% | $4,762+169.5% |
| Participant deferral / active EE | $9,240 | $5,948+55.3% | $5,198+77.8% | $5,850+57.9% |
| Admin fee / account holder | $18,014 | $17,109+5.3% | $13,954+29.1% | $11,596+55.3% |