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 | $726,732 | $202,318+259.2% | $172,739+320.7% | $152,861+375.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.78% | 1029.65%-1003.9pp | 802.84%-777.1pp | 345.32%-319.5pp |
| Employer contribution / active EE | $28,595 | $5,856+388.3% | $5,143+456.0% | $4,762+500.5% |
| Participant deferral / active EE | $19,861 | $5,948+233.9% | $5,198+282.1% | $5,850+239.5% |
| Admin fee / account holder | $32,451 | $17,109+89.7% | $13,954+132.6% | $11,596+179.8% |