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 | $552,237 | $202,318+173.0% | $172,739+219.7% | $152,861+261.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.31% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $3,483 | $5,856-40.5% | $5,143-32.3% | $4,762-26.9% |
| Participant deferral / active EE | $13,019 | $5,948+118.9% | $5,198+150.5% | $5,850+122.5% |
| Admin fee / account holder | $3,900 | $17,109-77.2% | $13,954-72.1% | $11,596-66.4% |