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 | $970,470 | $209,832+362.5% | $189,513+412.1% | $167,490+479.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 80.06% | 748.27%-668.2pp | 555.15%-475.1pp | 478.56%-398.5pp |
| Employer contribution / active EE | $16,777 | $6,914+142.7% | $6,162+172.3% | $4,837+246.8% |
| Participant deferral / active EE | $10,631 | $8,935+19.0% | $8,221+29.3% | $6,341+67.7% |
| Admin fee / account holder | $5,103 | $14,293-64.3% | $12,045-57.6% | $12,309-58.5% |