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 | $641,735 | $202,318+217.2% | $172,739+271.5% | $152,861+319.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.22% | 1029.65%-1013.4pp | 802.84%-786.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $20,109 | $5,856+243.4% | $5,143+291.0% | $4,762+322.3% |
| Participant deferral / active EE | $22,773 | $5,948+282.9% | $5,198+338.1% | $5,850+289.3% |
| Admin fee / account holder | $8,147 | $17,109-52.4% | $13,954-41.6% | $11,596-29.7% |