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 | $355,889 | $209,832+69.6% | $189,513+87.8% | $167,490+112.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.79% | 748.27%-734.5pp | 555.15%-541.4pp | 478.56%-464.8pp |
| Employer contribution / active EE | $7,271 | $6,914+5.2% | $6,162+18.0% | $4,837+50.3% |
| Participant deferral / active EE | $8,067 | $8,935-9.7% | $8,221-1.9% | $6,341+27.2% |
| Admin fee / account holder | $600 | $14,293-95.8% | $12,045-95.0% | $12,309-95.1% |