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 | $896,488 | $202,318+343.1% | $172,739+419.0% | $152,861+486.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.50% | 1029.65%-1008.2pp | 802.84%-781.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $34,368 | $5,856+486.9% | $5,143+568.3% | $4,762+621.7% |
| Participant deferral / active EE | $23,297 | $5,948+291.7% | $5,198+348.2% | $5,850+298.2% |
| Admin fee / account holder | $5,167 | $17,109-69.8% | $13,954-63.0% | $11,596-55.4% |