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 | $973,442 | $138,044+605.2% | $125,339+676.6% | $134,475+623.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 15.63% | 750.33%-734.7pp | 572.05%-556.4pp | 417.96%-402.3pp |
| Employer contribution / active EE | $8,200 | $5,243+56.4% | $4,814+70.4% | $4,740+73.0% |
| Participant deferral / active EE | $10,800 | $7,799+38.5% | $7,446+45.0% | $6,400+68.8% |
| Admin fee / account holder | $902 | $11,571-92.2% | $10,010-91.0% | $11,426-92.1% |