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 | $501,491 | $202,432+147.7% | $169,368+196.1% | $139,434+259.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.12% | 531.74%-509.6pp | 405.60%-383.5pp | 372.94%-350.8pp |
| Employer contribution / active EE | $7,530 | $4,692+60.5% | $4,013+87.7% | $4,751+58.5% |
| Participant deferral / active EE | $5,924 | $6,938-14.6% | $6,221-4.8% | $6,710-11.7% |
| Admin fee / account holder | $692 | $10,708-93.5% | $9,003-92.3% | $11,403-93.9% |