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 | $797,146 | $160,055+398.0% | $140,016+469.3% | $135,375+488.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.63% | 911.38%-909.7pp | 651.12%-649.5pp | 519.73%-518.1pp |
| Employer contribution / active EE | $7,143 | $6,420+11.3% | $5,606+27.4% | $4,779+49.5% |
| Participant deferral / active EE | $15,476 | $7,642+102.5% | $6,927+123.4% | $5,609+175.9% |
| Admin fee / account holder | $2,840 | $13,328-78.7% | $10,705-73.5% | $10,827-73.8% |