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 | $357,729 | $209,832+70.5% | $189,513+88.8% | $167,490+113.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.51% | 748.27%-737.8pp | 555.15%-544.6pp | 478.56%-468.0pp |
| Employer contribution / active EE | $19,930 | $6,914+188.3% | $6,162+223.5% | $4,837+312.0% |
| Participant deferral / active EE | $12,231 | $8,935+36.9% | $8,221+48.8% | $6,341+92.9% |
| Admin fee / account holder | $3,042 | $14,293-78.7% | $12,045-74.7% | $12,309-75.3% |