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 | $463,348 | $209,832+120.8% | $189,513+144.5% | $167,490+176.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.19% | 748.27%-734.1pp | 555.15%-541.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $7,095 | $6,914+2.6% | $6,162+15.1% | $4,837+46.7% |
| Participant deferral / active EE | $13,348 | $8,935+49.4% | $8,221+62.4% | $6,341+110.5% |
| Admin fee / account holder | $5,843 | $14,293-59.1% | $12,045-51.5% | $12,309-52.5% |