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 | $863,883 | $202,318+327.0% | $172,739+400.1% | $152,861+465.1% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 24.58% | 1029.65%-1005.1pp | 802.84%-778.3pp | 345.32%-320.7pp |
| Employer contribution / active EE | $25,479 | $5,856+335.1% | $5,143+395.4% | $4,762+435.0% |
| Participant deferral / active EE | $21,140 | $5,948+255.4% | $5,198+306.7% | $5,850+261.4% |
| Admin fee / account holder | $911 | $17,109-94.7% | $13,954-93.5% | $11,596-92.1% |