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 | $571,856 | $209,832+172.5% | $189,513+201.8% | $167,490+241.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.18% | 748.27%-735.1pp | 555.15%-542.0pp | 478.56%-465.4pp |
| Employer contribution / active EE | $32,427 | $6,914+369.0% | $6,162+426.3% | $4,837+570.3% |
| Participant deferral / active EE | $15,040 | $8,935+68.3% | $8,221+82.9% | $6,341+137.2% |
| Admin fee / account holder | $173,680 | $14,293+1115.1% | $12,045+1341.9% | $12,309+1311.0% |