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 | $585,668 | $160,055+265.9% | $140,016+318.3% | $135,375+332.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 626.59% | 911.38%-284.8pp | 651.12%-24.5pp | 519.73%+106.9pp |
| Employer contribution / active EE | $11,670 | $6,420+81.8% | $5,606+108.2% | $4,779+144.2% |
| Participant deferral / active EE | $7,744 | $7,642+1.3% | $6,927+11.8% | $5,609+38.1% |
| Admin fee / account holder | $8,510 | $13,328-36.2% | $10,705-20.5% | $10,827-21.4% |