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 | $737,149 | $209,832+251.3% | $189,513+289.0% | $167,490+340.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.54% | 748.27%-729.7pp | 555.15%-536.6pp | 478.56%-460.0pp |
| Employer contribution / active EE | $10,878 | $6,914+57.3% | $6,162+76.6% | $4,837+124.9% |
| Participant deferral / active EE | $8,862 | $8,935-0.8% | $8,221+7.8% | $6,341+39.8% |
| Admin fee / account holder | $4,235 | $14,293-70.4% | $12,045-64.8% | $12,309-65.6% |