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 | $723,486 | $202,318+257.6% | $172,739+318.8% | $152,861+373.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.60% | 1029.65%-1006.0pp | 802.84%-779.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $14,157 | $5,856+141.7% | $5,143+175.3% | $4,762+197.3% |
| Participant deferral / active EE | $30,399 | $5,948+411.1% | $5,198+484.9% | $5,850+419.6% |
| Admin fee / account holder | $88,536 | $17,109+417.5% | $13,954+534.5% | $11,596+663.5% |