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 | $1,184,573 | $202,318+485.5% | $172,739+585.8% | $152,861+674.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 228.91% | 1029.65%-800.7pp | 802.84%-573.9pp | 345.32%-116.4pp |
| Employer contribution / active EE | $16,800 | $5,856+186.9% | $5,143+226.7% | $4,762+252.8% |
| Participant deferral / active EE | $22,000 | $5,948+269.9% | $5,198+323.3% | $5,850+276.1% |
| Admin fee / account holder | $1,911 | $17,109-88.8% | $13,954-86.3% | $11,596-83.5% |