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 | $310,511 | $209,832+48.0% | $189,513+63.8% | $167,490+85.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.62% | 748.27%-730.6pp | 555.15%-537.5pp | 478.56%-460.9pp |
| Employer contribution / active EE | $8,547 | $6,914+23.6% | $6,162+38.7% | $4,837+76.7% |
| Participant deferral / active EE | $14,080 | $8,935+57.6% | $8,221+71.3% | $6,341+122.0% |
| Admin fee / account holder | $51,120 | $14,293+257.6% | $12,045+324.4% | $12,309+315.3% |