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 | $396,728 | $202,318+96.1% | $172,739+129.7% | $152,861+159.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.10% | 1029.65%-1009.6pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $9,000 | $5,856+53.7% | $5,143+75.0% | $4,762+89.0% |
| Participant deferral / active EE | $10,480 | $5,948+76.2% | $5,198+101.6% | $5,850+79.1% |
| Admin fee / account holder | $3,677 | $17,109-78.5% | $13,954-73.6% | $11,596-68.3% |