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 | $880,281 | $202,318+335.1% | $172,739+409.6% | $152,861+475.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 37.99% | 1029.65%-991.7pp | 802.84%-764.9pp | 345.32%-307.3pp |
| Employer contribution / active EE | $19,402 | $5,856+231.3% | $5,143+277.3% | $4,762+307.4% |
| Participant deferral / active EE | $12,500 | $5,948+110.2% | $5,198+140.5% | $5,850+113.7% |
| Admin fee / account holder | $28,566 | $17,109+67.0% | $13,954+104.7% | $11,596+146.3% |