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 | $918,389 | $209,832+337.7% | $189,513+384.6% | $167,490+448.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.27% | 748.27%-725.0pp | 555.15%-531.9pp | 478.56%-455.3pp |
| Employer contribution / active EE | $38,500 | $6,914+456.9% | $6,162+524.8% | $4,837+695.9% |
| Participant deferral / active EE | $22,000 | $8,935+146.2% | $8,221+167.6% | $6,341+246.9% |
| Admin fee / account holder | $7,639 | $14,293-46.6% | $12,045-36.6% | $12,309-37.9% |