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 9-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 | $364,079 | $209,832+73.5% | $189,513+92.1% | $167,490+117.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.30% | 748.27%-733.0pp | 555.15%-539.9pp | 478.56%-463.3pp |
| Employer contribution / active EE | $15,898 | $6,914+130.0% | $6,162+158.0% | $4,837+228.6% |
| Participant deferral / active EE | $12,130 | $8,935+35.8% | $8,221+47.5% | $6,341+91.3% |
| Admin fee / account holder | $24,154 | $14,293+69.0% | $12,045+100.5% | $12,309+96.2% |