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 5-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 | $250,289 | $209,832+19.3% | $189,513+32.1% | $167,490+49.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.55% | 748.27%-736.7pp | 555.15%-543.6pp | 478.56%-467.0pp |
| Employer contribution / active EE | $29,167 | $6,914+321.9% | $6,162+373.4% | $4,837+502.9% |
| Participant deferral / active EE | $21,667 | $8,935+142.5% | $8,221+163.5% | $6,341+241.7% |
| Admin fee / account holder | $1,726 | $14,293-87.9% | $12,045-85.7% | $12,309-86.0% |