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 | $972,814 | $202,318+380.8% | $172,739+463.2% | $152,861+536.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 53.47% | 1029.65%-976.2pp | 802.84%-749.4pp | 345.32%-291.8pp |
| Employer contribution / active EE | $2,000 | $5,856-65.8% | $5,143-61.1% | $4,762-58.0% |
| Participant deferral / active EE | $6,252 | $5,948+5.1% | $5,198+20.3% | $5,850+6.9% |
| Admin fee / account holder | $1,942 | $17,109-88.7% | $13,954-86.1% | $11,596-83.3% |