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 | $944,391 | $209,832+350.1% | $189,513+398.3% | $167,490+463.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.42% | 748.27%-728.9pp | 555.15%-535.7pp | 478.56%-459.1pp |
| Employer contribution / active EE | $9,527 | $6,914+37.8% | $6,162+54.6% | $4,837+96.9% |
| Participant deferral / active EE | $13,821 | $8,935+54.7% | $8,221+68.1% | $6,341+118.0% |
| Admin fee / account holder | $4,632 | $14,293-67.6% | $12,045-61.5% | $12,309-62.4% |