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 | $861,600 | $209,832+310.6% | $189,513+354.6% | $167,490+414.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.98% | 748.27%-733.3pp | 555.15%-540.2pp | 478.56%-463.6pp |
| Employer contribution / active EE | $27,597 | $6,914+299.2% | $6,162+347.9% | $4,837+470.5% |
| Participant deferral / active EE | $20,723 | $8,935+131.9% | $8,221+152.1% | $6,341+226.8% |
| Admin fee / account holder | $636,893 | $14,293+4355.9% | $12,045+5187.6% | $12,309+5074.2% |