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 | $1,187,201 | $209,832+465.8% | $189,513+526.4% | $167,490+608.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.97% | 748.27%-731.3pp | 555.15%-538.2pp | 478.56%-461.6pp |
| Employer contribution / active EE | $7,794 | $6,914+12.7% | $6,162+26.5% | $4,837+61.1% |
| Participant deferral / active EE | $19,845 | $8,935+122.1% | $8,221+141.4% | $6,341+212.9% |
| Admin fee / account holder | $365 | $14,293-97.4% | $12,045-97.0% | $12,309-97.0% |