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 | $740,838 | $209,832+253.1% | $189,513+290.9% | $167,490+342.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.17% | 748.27%-730.1pp | 555.15%-537.0pp | 478.56%-460.4pp |
| Employer contribution / active EE | $36,470 | $6,914+427.5% | $6,162+491.9% | $4,837+653.9% |
| Participant deferral / active EE | $18,665 | $8,935+108.9% | $8,221+127.0% | $6,341+194.3% |
| Admin fee / account holder | $22,433 | $14,293+56.9% | $12,045+86.2% | $12,309+82.2% |