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 | $870,293 | $201,272+332.4% | $184,203+372.5% | $145,922+496.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 154.24% | 29.00%+125.2pp | 28.81%+125.4pp | 561.29%-407.0pp |
| Employer contribution / active EE | $10,449 | $7,022+48.8% | $6,427+62.6% | $4,660+124.3% |
| Participant deferral / active EE | $5,967 | $9,806-39.2% | $9,131-34.7% | $6,688-10.8% |
| Admin fee / account holder | $846 | $16,364-94.8% | $13,901-93.9% | $13,397-93.7% |