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 7-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 | $460,315 | $209,832+119.4% | $189,513+142.9% | $167,490+174.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.60% | 748.27%-731.7pp | 555.15%-538.6pp | 478.56%-462.0pp |
| Employer contribution / active EE | $9,203 | $6,914+33.1% | $6,162+49.4% | $4,837+90.2% |
| Participant deferral / active EE | $23,913 | $8,935+167.6% | $8,221+190.9% | $6,341+277.1% |
| Admin fee / account holder | $132,591 | $14,293+827.6% | $12,045+1000.8% | $12,309+977.2% |