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 | $501,957 | $202,318+148.1% | $172,739+190.6% | $152,861+228.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.51% | 1029.65%-1009.1pp | 802.84%-782.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $14,526 | $5,856+148.1% | $5,143+182.4% | $4,762+205.0% |
| Participant deferral / active EE | $8,887 | $5,948+49.4% | $5,198+71.0% | $5,850+51.9% |
| Admin fee / account holder | $385,252 | $17,109+2151.8% | $13,954+2660.9% | $11,596+3222.2% |