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 | $512,293 | $138,065+271.1% | $123,544+314.7% | $135,375+278.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 574.27% | 153.68%+420.6pp | 119.20%+455.1pp | 519.73%+54.5pp |
| Employer contribution / active EE | $9,000 | $5,151+74.7% | $4,628+94.5% | $4,779+88.3% |
| Participant deferral / active EE | $12,250 | $6,799+80.2% | $6,426+90.6% | $5,609+118.4% |
| Admin fee / account holder | $3,150 | $10,916-71.1% | $9,284-66.1% | $10,827-70.9% |