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 | $808,200 | $202,318+299.5% | $172,739+367.9% | $152,861+428.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.95% | 1029.65%-1006.7pp | 802.84%-779.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $13,559 | $5,856+131.5% | $5,143+163.7% | $4,762+184.7% |
| Participant deferral / active EE | $11,192 | $5,948+88.2% | $5,198+115.3% | $5,850+91.3% |
| Admin fee / account holder | $1,403 | $17,109-91.8% | $13,954-89.9% | $11,596-87.9% |