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 | $712,573 | $209,832+239.6% | $189,513+276.0% | $167,490+325.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 30.75% | 748.27%-717.5pp | 555.15%-524.4pp | 478.56%-447.8pp |
| Employer contribution / active EE | $3,178 | $6,914-54.0% | $6,162-48.4% | $4,837-34.3% |
| Participant deferral / active EE | $9,876 | $8,935+10.5% | $8,221+20.1% | $6,341+55.7% |
| Admin fee / account holder | $71,824 | $14,293+402.5% | $12,045+496.3% | $12,309+483.5% |