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 | $1,638,843 | $159,901+924.9% | $146,958+1015.2% | $145,922+1023.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 73.89% | 98.13%-24.2pp | 418.34%-344.4pp | 561.29%-487.4pp |
| Employer contribution / active EE | $47,653 | $5,286+801.5% | $4,933+866.0% | $4,660+922.7% |
| Participant deferral / active EE | $23,847 | $8,428+182.9% | $8,070+195.5% | $6,688+256.6% |
| Admin fee / account holder | $10,791 | $15,044-28.3% | $12,998-17.0% | $13,397-19.5% |