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 | $394,478 | $209,832+88.0% | $189,513+108.2% | $167,490+135.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.63% | 748.27%-734.6pp | 555.15%-541.5pp | 478.56%-464.9pp |
| Employer contribution / active EE | $7,729 | $6,914+11.8% | $6,162+25.4% | $4,837+59.8% |
| Participant deferral / active EE | $14,183 | $8,935+58.7% | $8,221+72.5% | $6,341+123.7% |
| Admin fee / account holder | $13,351 | $14,293-6.6% | $12,045+10.8% | $12,309+8.5% |