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 | $1,393,467 | $202,318+588.8% | $172,739+706.7% | $152,861+811.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.60% | 1029.65%-1011.1pp | 802.84%-784.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $20,800 | $5,856+255.2% | $5,143+304.5% | $4,762+336.8% |
| Participant deferral / active EE | $10,500 | $5,948+76.5% | $5,198+102.0% | $5,850+79.5% |
| Admin fee / account holder | $41,152 | $17,109+140.5% | $13,954+194.9% | $11,596+254.9% |