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 | $427,464 | $180,449+136.9% | $154,107+177.4% | $135,375+215.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 12.58% | 888.09%-875.5pp | 735.12%-722.5pp | 519.73%-507.2pp |
| Employer contribution / active EE | $38,132 | $6,035+531.9% | $5,298+619.8% | $4,779+698.0% |
| Participant deferral / active EE | $22,855 | $5,806+293.6% | $5,081+349.9% | $5,609+307.5% |
| Admin fee / account holder | $127,931 | $16,143+692.5% | $13,411+853.9% | $10,827+1081.6% |